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
476
$127K 0.02%
2,609
477
$126K 0.02%
2,848
+944
478
$125K 0.02%
12,562
+12,289
479
$124K 0.02%
1,133
+2
480
$124K 0.02%
2,910
-866
481
$124K 0.02%
949
-1
482
$123K 0.02%
4,701
+3,485
483
$123K 0.02%
1,824
484
$123K 0.02%
1,370
+107
485
$120K 0.02%
2,393
+1,352
486
$120K 0.02%
450
+300
487
$120K 0.02%
2,324
488
$119K 0.02%
943
489
$119K 0.02%
6,774
+400
490
$119K 0.02%
2,124
+519
491
$119K 0.02%
1,103
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492
$118K 0.02%
5,452
+124
493
$118K 0.02%
2,540
494
$118K 0.02%
2,003
+322
495
$118K 0.02%
988
-39
496
$117K 0.02%
1,477
+1,230
497
$117K 0.02%
1,458
+274
498
$117K 0.02%
3,067
+2,920
499
$117K 0.02%
1,583
+83
500
$117K 0.02%
1,889
+806
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