PA

Parallel Advisors Portfolio holdings

AUM $5B
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
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
26
$5.38M 0.77%
325,742
+5,132
27
$5.32M 0.76%
52,358
-3,429
28
$4.74M 0.68%
59,841
+1,736
29
$4.67M 0.67%
83,720
+4,560
30
$4.62M 0.66%
32,093
-52
31
$4.3M 0.62%
57,176
-25,200
32
$4.11M 0.59%
65,766
+30,973
33
$3.8M 0.54%
30,080
+3,775
34
$3.58M 0.51%
34,363
+2,207
35
$3.41M 0.49%
41,042
-681
36
$3.31M 0.47%
27,302
+364
37
$3.2M 0.46%
115,824
+820
38
$3.02M 0.43%
30,853
+199
39
$2.98M 0.43%
47,579
+5,797
40
$2.91M 0.42%
23,971
-1,687
41
$2.85M 0.41%
24,704
+839
42
$2.85M 0.41%
14,590
+1,803
43
$2.8M 0.4%
35,823
-7,368
44
$2.78M 0.4%
55,317
-2,278
45
$2.78M 0.4%
64,664
+3,857
46
$2.76M 0.39%
26,347
+696
47
$2.76M 0.39%
33,101
+2,306
48
$2.73M 0.39%
29,259
-167
49
$2.72M 0.39%
26,658
-160
50
$2.6M 0.37%
47,606
+94
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2
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