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
$2.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,404
New
Increased
Reduced
Closed

Top Sells

1 +$15.6M
2 +$14.2M
3 +$9.84M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.11M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.32M

Sector Composition

1 Technology 15.94%
2 Financials 8.06%
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
2076
$10K ﹤0.01%
1,000
2077
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1,000
2078
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1,000
2079
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400
2080
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849
+382
2081
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+61
2082
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242
+19
2083
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1,000
2084
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1,000
2085
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205
+201
2086
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+1
2087
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1,441
2088
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186
+3
2089
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799
2090
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38
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2091
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2092
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488
-1,269
2093
$9K ﹤0.01%
+1,000
2094
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183
+10
2095
$9K ﹤0.01%
157
+1
2096
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+30
2097
$9K ﹤0.01%
399
+204
2098
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412
+92
2099
$9K ﹤0.01%
116
-34
2100
$9K ﹤0.01%
75
+41