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
576
$86K 0.01%
634
-16
577
$86K 0.01%
1,372
+723
578
$85K 0.01%
2,283
+783
579
$85K 0.01%
1,699
+1,051
580
$85K 0.01%
3,631
581
$84K 0.01%
860
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582
$84K 0.01%
2,030
+415
583
$84K 0.01%
703
+380
584
$84K 0.01%
783
+45
585
$84K 0.01%
1,112
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586
$83K 0.01%
2,242
+1,348
587
$83K 0.01%
2,482
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588
$83K 0.01%
2,915
+173
589
$83K 0.01%
862
+127
590
$82K 0.01%
934
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591
$82K 0.01%
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2,133
-44
593
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415
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594
$81K 0.01%
2,492
595
$81K 0.01%
751
-55
596
$81K 0.01%
290
-1
597
$81K 0.01%
1,310
598
$81K 0.01%
981
+685
599
$81K 0.01%
1,359
-258
600
$81K 0.01%
3,200
22 23
24
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