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
351
$201K 0.03%
9,525
-1
352
$200K 0.03%
4,860
-800
353
$199K 0.03%
5,585
-542
354
$199K 0.03%
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-62
355
$199K 0.03%
1,498
-216
356
$199K 0.03%
6,564
-3,187
357
$196K 0.03%
11,013
+7,207
358
$196K 0.03%
3,360
359
$195K 0.03%
4,258
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360
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2,670
361
$194K 0.03%
2,137
362
$194K 0.03%
13,330
+2,020
363
$193K 0.03%
2,636
+377
364
$193K 0.03%
5,227
+4,959
365
$190K 0.03%
19,640
+15,264
366
$190K 0.03%
4,170
+1,998
367
$189K 0.03%
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368
$189K 0.03%
1,713
+364
369
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1,786
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370
$188K 0.03%
7,400
371
$187K 0.03%
10,070
-2,005
372
$187K 0.03%
1,439
+223
373
$186K 0.03%
7,415
374
$186K 0.03%
12,780
+11,420
375
$185K 0.03%
2,536
+325
13 14
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