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
401
$170K 0.02%
2,332
+966
402
$170K 0.02%
6,484
-36
403
$169K 0.02%
3,879
+1,049
404
$168K 0.02%
1,448
+910
405
$167K 0.02%
2,073
+53
406
$165K 0.02%
1,266
+333
407
$165K 0.02%
3,104
-301
408
$165K 0.02%
14,936
+963
409
$165K 0.02%
4,710
+140
410
$165K 0.02%
7,500
411
$162K 0.02%
4,471
-46
412
$162K 0.02%
1,940
-67
413
$162K 0.02%
1,952
+12
414
$162K 0.02%
1,807
-133
415
$160K 0.02%
3,079
-321
416
$159K 0.02%
1,798
-59
417
$158K 0.02%
14,436
+1,572
418
$157K 0.02%
1,382
+99
419
$156K 0.02%
4,459
-100
420
$156K 0.02%
7,601
-348
421
$156K 0.02%
2,826
422
$156K 0.02%
3,376
-8
423
$155K 0.02%
1,597
-18
424
$155K 0.02%
9,015
+5,619
425
$155K 0.02%
1,496
-21
15 16
17
18 19