PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1 +$55.4M
2 +$18.2M
3 +$17.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.2M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$10.9M

Sector Composition

1 Technology 15.54%
2 Financials 8.09%
3 Healthcare 6.25%
4 Communication Services 5.32%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$7K ﹤0.01%
+747
2077
$6K ﹤0.01%
179
+95
2078
$6K ﹤0.01%
150
+39
2079
$6K ﹤0.01%
86
2080
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209
+19
2081
$6K ﹤0.01%
+925
2082
$6K ﹤0.01%
70
2083
$6K ﹤0.01%
62
2084
$6K ﹤0.01%
361
+31
2085
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91
2086
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100
2087
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14
2088
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298
+74
2089
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110
2090
$6K ﹤0.01%
183
+15
2091
$6K ﹤0.01%
80
2092
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90
+9
2093
$6K ﹤0.01%
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2094
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603
2095
$6K ﹤0.01%
393
+67
2096
$6K ﹤0.01%
+300
2097
$6K ﹤0.01%
50
-8
2098
$6K ﹤0.01%
382
2099
$6K ﹤0.01%
150
-2
2100
$6K ﹤0.01%
645