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
376
$183K 0.03%
5,338
377
$183K 0.03%
1,747
-12
378
$183K 0.03%
1,044
379
$182K 0.03%
1,806
-2
380
$181K 0.03%
2,140
+173
381
$181K 0.03%
606
+26
382
$181K 0.03%
2,316
-52
383
$178K 0.03%
6,488
-2,184
384
$178K 0.03%
2,993
-333
385
$178K 0.03%
2,641
+104
386
$176K 0.03%
1,331
-33
387
$176K 0.03%
3,554
+188
388
$175K 0.03%
2,226
+881
389
$173K 0.02%
1,869
+104
390
$173K 0.02%
765
+292
391
$173K 0.02%
1,021
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392
$173K 0.02%
1,320
+1,159
393
$172K 0.02%
7,515
+2,521
394
$171K 0.02%
5,650
-279
395
$171K 0.02%
3,617
396
$171K 0.02%
+5,565
397
$171K 0.02%
3,264
+330
398
$171K 0.02%
3,159
+311
399
$171K 0.02%
+1,021
400
$170K 0.02%
6,710
14 15
16
17 18