PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
2301
$6K ﹤0.01%
101
+14
2302
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36
2303
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2306
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2307
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2308
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2309
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2310
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2311
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2312
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2313
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2314
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2315
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2317
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+384
2318
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+333
2319
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2320
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2321
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2322
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434
+334
2323
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2324
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+100
2325
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135
-29