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
451
$140K 0.02%
406
-57
452
$139K 0.02%
3,055
-76
453
$139K 0.02%
2,101
-55
454
$139K 0.02%
2,231
+1,217
455
$137K 0.02%
3,836
+429
456
$137K 0.02%
1,289
+368
457
$137K 0.02%
1,017
-554
458
$137K 0.02%
7,328
459
$136K 0.02%
1,992
+400
460
$136K 0.02%
936
461
$135K 0.02%
396
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462
$135K 0.02%
730
-192
463
$135K 0.02%
1,318
-19
464
$135K 0.02%
2,334
+86
465
$134K 0.02%
5,060
+5,046
466
$134K 0.02%
7,716
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467
$133K 0.02%
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+1,292
468
$132K 0.02%
1,809
+173
469
$132K 0.02%
1,258
+593
470
$131K 0.02%
13,922
+100
471
$130K 0.02%
5,231
+863
472
$130K 0.02%
2,985
-17
473
$130K 0.02%
1,615
-366
474
$130K 0.02%
1,130
+155
475
$128K 0.02%
3,932
17 18
19
20 21