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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,404
New
Increased
Reduced
Closed

Top Sells

1 +$15.9M
2 +$14.7M
3 +$9.94M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.22M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.39M

Sector Composition

1 Technology 15.91%
2 Financials 8.08%
3 Healthcare 5.9%
4 Consumer Discretionary 5.38%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$10K ﹤0.01%
145
2052
$10K ﹤0.01%
108
+78
2053
$10K ﹤0.01%
1,553
2054
$10K ﹤0.01%
430
+212
2055
$10K ﹤0.01%
306
+272
2056
$10K ﹤0.01%
47
2057
$10K ﹤0.01%
305
-29
2058
$10K ﹤0.01%
490
-219
2059
$10K ﹤0.01%
87
+33
2060
$10K ﹤0.01%
63
+33
2061
$10K ﹤0.01%
101
+87
2062
$10K ﹤0.01%
1,000
2063
$10K ﹤0.01%
450
2064
$10K ﹤0.01%
1,000
2065
$10K ﹤0.01%
511
+185
2066
$10K ﹤0.01%
1,000
2067
$10K ﹤0.01%
1,000
2068
$10K ﹤0.01%
1,000
2069
$10K ﹤0.01%
400
2070
$10K ﹤0.01%
849
+382
2071
$10K ﹤0.01%
280
2072
$10K ﹤0.01%
64
+61
2073
$10K ﹤0.01%
242
+19
2074
$10K ﹤0.01%
1,000
2075
$10K ﹤0.01%
1,000