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
2376
$5K ﹤0.01%
32
-40
2377
$5K ﹤0.01%
216
+104
2378
$5K ﹤0.01%
150
2379
$5K ﹤0.01%
173
2380
$5K ﹤0.01%
182
+129
2381
$5K ﹤0.01%
115
2382
$5K ﹤0.01%
34
-2
2383
$5K ﹤0.01%
154
-358
2384
$5K ﹤0.01%
354
+58
2385
$5K ﹤0.01%
+166
2386
$5K ﹤0.01%
100
2387
$5K ﹤0.01%
+6
2388
$5K ﹤0.01%
560
2389
$5K ﹤0.01%
51
2390
$5K ﹤0.01%
250
2391
$5K ﹤0.01%
138
-5
2392
$5K ﹤0.01%
99
+30
2393
$5K ﹤0.01%
+153
2394
$5K ﹤0.01%
337
2395
$5K ﹤0.01%
129
+63
2396
$5K ﹤0.01%
529
2397
$5K ﹤0.01%
+53
2398
$4K ﹤0.01%
84
+7
2399
$4K ﹤0.01%
86
2400
$4K ﹤0.01%
248