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
276
$279K 0.04%
5,390
-76
277
$278K 0.04%
7,644
-33
278
$277K 0.04%
5,855
-65
279
$274K 0.04%
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280
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281
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3,922
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$268K 0.04%
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283
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6,232
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284
$264K 0.04%
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285
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286
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287
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3,437
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288
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289
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11,440
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290
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291
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292
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293
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294
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295
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296
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12,180
-371
297
$254K 0.04%
1,634
+102
298
$254K 0.04%
266
-23
299
$248K 0.04%
2,035
+176
300
$247K 0.04%
1,019
+14
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12
13 14