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
$699M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,329
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.32M
3
+$4.34M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.32M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.72M

Top Sells

1
+$4.56M
2
+$3.21M
3
+$1.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$840K

Sector Composition

1 Technology 8.26%
2 Financials 6.47%
3 Communication Services 5.6%
4 Consumer Discretionary 4.87%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.04%
11,906
+668
252
$305K 0.04%
4,425
+591
253
$303K 0.04%
1,299
+45
254
$303K 0.04%
2,235
+591
255
$301K 0.04%
5,684
+124
256
$300K 0.04%
8,652
+2,898
257
$297K 0.04%
7,882
+783
258
$296K 0.04%
4,292
-153
259
$296K 0.04%
4,156
+763
260
$295K 0.04%
3,213
+76
261
$295K 0.04%
2,071
+217
262
$294K 0.04%
5,035
+2,255
263
$294K 0.04%
5,104
-406
264
$291K 0.04%
1,779
+27
265
$291K 0.04%
2,902
+2,200
266
$290K 0.04%
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267
$289K 0.04%
4,236
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268
$287K 0.04%
6,470
+1,162
269
$286K 0.04%
8,295
+4,755
270
$285K 0.04%
4,867
+4,265
271
$285K 0.04%
4,512
-42
272
$283K 0.04%
1,882
+337
273
$282K 0.04%
1
274
$282K 0.04%
3,382
275
$280K 0.04%
2,978
+1,993
9 10
11
12 13