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
2451
$4K ﹤0.01%
28
+9
2452
$4K ﹤0.01%
53
+18
2453
$4K ﹤0.01%
5
+1
2454
$4K ﹤0.01%
250
2455
$4K ﹤0.01%
123
+43
2456
$4K ﹤0.01%
114
+66
2457
$4K ﹤0.01%
394
2458
$4K ﹤0.01%
20
2459
$4K ﹤0.01%
352
2460
$4K ﹤0.01%
120
-565
2461
$4K ﹤0.01%
530
2462
$4K ﹤0.01%
896
2463
$4K ﹤0.01%
1,754
-470
2464
$4K ﹤0.01%
90
2465
$4K ﹤0.01%
287
2466
$4K ﹤0.01%
41
+2
2467
$4K ﹤0.01%
123
+23
2468
$4K ﹤0.01%
+166
2469
$4K ﹤0.01%
632
+292
2470
$4K ﹤0.01%
+235
2471
$4K ﹤0.01%
189
+7
2472
$4K ﹤0.01%
230
+229
2473
$4K ﹤0.01%
250
+140
2474
$4K ﹤0.01%
+466
2475
$4K ﹤0.01%
+131