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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
2201
$7K ﹤0.01%
92
-30
2202
$7K ﹤0.01%
165
+40
2203
$7K ﹤0.01%
396
+49
2204
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120
+35
2205
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1,025
2206
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81
-58
2207
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+1
2208
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60
-5
2209
$7K ﹤0.01%
58
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2210
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2211
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+1
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250
2213
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195
-70
2214
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250
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2215
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2216
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2217
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2218
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667
2219
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327
+39
2220
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367
+229
2221
$7K ﹤0.01%
384
2222
$7K ﹤0.01%
905
+747
2223
$7K ﹤0.01%
+175
2224
$7K ﹤0.01%
212
2225
$7K ﹤0.01%
245