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
$1.53B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,871
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$19.9M
3
+$19.7M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$18.7M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$8.37M

Top Sells

1
+$31.5M
2
+$11.3M
3
+$9.82M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.85M
5
MSFT icon
Microsoft
MSFT
+$4.97M

Sector Composition

1 Technology 14.34%
2 Financials 9.11%
3 Healthcare 5.87%
4 Consumer Discretionary 4.83%
5 Communication Services 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$1K ﹤0.01%
12
+2
2352
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4
-6
2353
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99
2354
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+45
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34
-1,106
2356
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119
+41
2357
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2358
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21
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2360
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2361
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+100
2362
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35
+30
2363
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-28
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175
2365
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+214
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263
+245
2367
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2368
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196
+36
2369
$1K ﹤0.01%
103
2370
$1K ﹤0.01%
+63
2371
$1K ﹤0.01%
+165
2372
$1K ﹤0.01%
29
+17
2373
$1K ﹤0.01%
67
2374
$1K ﹤0.01%
+3
2375
$1K ﹤0.01%
33
93 94
95
96 97