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
601
$80K 0.01%
6,400
602
$80K 0.01%
2,242
603
$80K 0.01%
1,377
+190
604
$79K 0.01%
16,309
+2,940
605
$79K 0.01%
357
-4
606
$79K 0.01%
2,057
-313
607
$78K 0.01%
2,754
+362
608
$78K 0.01%
4,162
+425
609
$78K 0.01%
1,244
+444
610
$76K 0.01%
1,573
+790
611
$76K 0.01%
1,274
-1,465
612
$75K 0.01%
1,987
+1,144
613
$75K 0.01%
700
-19
614
$75K 0.01%
1,218
+110
615
$75K 0.01%
1,458
-53
616
$74K 0.01%
512
-2
617
$74K 0.01%
1,018
+431
618
$73K 0.01%
1,491
619
$73K 0.01%
1,620
+850
620
$73K 0.01%
5,620
-175
621
$73K 0.01%
1,140
622
$73K 0.01%
2,500
623
$72K 0.01%
1,118
+130
624
$71K 0.01%
656
+204
625
$71K 0.01%
2,917
23 24
25
26 27