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
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.6M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.22M
5
VTV icon
Vanguard Value ETF
VTV
+$6.18M

Top Sells

1
+$2.91M
2
+$2.54M
3
+$2.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.4M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$2K ﹤0.01%
59
2127
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32
2128
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42
2129
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140
+84
2130
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2131
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+23
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61
2133
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500
2134
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88
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2135
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+62
2136
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381
-1
2137
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107
+52
2138
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62
2139
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26
2140
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70
2141
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2142
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27
-22
2143
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208
+191
2144
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+65
2145
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87
2146
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29
2147
$2K ﹤0.01%
88
-400
2148
$2K ﹤0.01%
131
2149
$2K ﹤0.01%
243
2150
$2K ﹤0.01%
231
84 85
86
87 88