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
426
$154K 0.02%
1,810
+325
427
$154K 0.02%
4,323
+1,379
428
$153K 0.02%
3,794
-808
429
$153K 0.02%
7,071
+1,320
430
$153K 0.02%
9,330
431
$153K 0.02%
2,318
+795
432
$152K 0.02%
3,020
+37
433
$152K 0.02%
3,911
+1,001
434
$151K 0.02%
11,367
+2,400
435
$149K 0.02%
1,958
+690
436
$148K 0.02%
3,325
+1,871
437
$148K 0.02%
2,343
-315
438
$148K 0.02%
1,350
439
$148K 0.02%
1,101
+404
440
$147K 0.02%
2,220
441
$147K 0.02%
1,926
+1,170
442
$143K 0.02%
1,998
-306
443
$143K 0.02%
1,060
444
$142K 0.02%
2,902
+76
445
$141K 0.02%
1,331
+292
446
$141K 0.02%
4,392
447
$141K 0.02%
1,098
+35
448
$141K 0.02%
2,195
+671
449
$140K 0.02%
886
+30
450
$140K 0.02%
1,223
-505
16 17
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