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
551
$94K 0.01%
856
552
$93K 0.01%
1,300
553
$93K 0.01%
1,933
-1,454
554
$93K 0.01%
603
-21
555
$92K 0.01%
1,217
-1,137
556
$92K 0.01%
558
-39
557
$92K 0.01%
4,000
-21
558
$92K 0.01%
820
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559
$92K 0.01%
625
+76
560
$92K 0.01%
1,053
-48
561
$92K 0.01%
1,309
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562
$92K 0.01%
2,345
+111
563
$91K 0.01%
156
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564
$91K 0.01%
3,207
+1,105
565
$90K 0.01%
1,603
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566
$90K 0.01%
731
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567
$90K 0.01%
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$90K 0.01%
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569
$90K 0.01%
1,805
570
$89K 0.01%
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571
$89K 0.01%
861
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572
$88K 0.01%
522
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573
$88K 0.01%
1,352
+36
574
$87K 0.01%
4,971
+1,107
575
$86K 0.01%
5,010
+2,590
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