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
2251
$6K ﹤0.01%
125
2252
$6K ﹤0.01%
160
+6
2253
$6K ﹤0.01%
+150
2254
$6K ﹤0.01%
1,000
2255
$6K ﹤0.01%
136
-39
2256
$6K ﹤0.01%
27
+9
2257
$6K ﹤0.01%
1,578
+356
2258
$6K ﹤0.01%
110
2259
$6K ﹤0.01%
171
+127
2260
$6K ﹤0.01%
20
+3
2261
$6K ﹤0.01%
283
-1
2262
$6K ﹤0.01%
254
-190
2263
$6K ﹤0.01%
114
+14
2264
$6K ﹤0.01%
101
+14
2265
$6K ﹤0.01%
97
-132
2266
$6K ﹤0.01%
+86
2267
$6K ﹤0.01%
+100
2268
$6K ﹤0.01%
160
2269
$6K ﹤0.01%
213
-144
2270
$6K ﹤0.01%
156
+44
2271
$6K ﹤0.01%
236
+2
2272
$6K ﹤0.01%
132
2273
$6K ﹤0.01%
164
-82
2274
$6K ﹤0.01%
79
2275
$6K ﹤0.01%
227
+14