PA
Parallel Advisors Portfolio holdings
AUM
$5B
1-Year Return
25.78%
This Quarter Return
+2.88%
1 Year Return
+25.78%
3 Year Return
+84.79%
5 Year Return
+125.11%
10 Year Return
–
AUM
$530M
AUM Growth
+$27.2M
(+5.4%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
2.06%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
2,348
New
292
Increased
874
Reduced
375
Closed
115
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$3.49M |
| 2 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$1.37M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.29M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.14M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.06M |
Top Sells
Sector Composition
| 1 | Technology | 7.99% |
| 2 | Financials | 6.81% |
| 3 | Communication Services | 5.88% |
| 4 | Healthcare | 5.24% |
| 5 | Consumer Discretionary | 4.49% |
