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
626
$71K 0.01%
1,102
+929
627
$71K 0.01%
2,460
-600
628
$71K 0.01%
1,281
-34
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$71K 0.01%
1,643
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630
$70K 0.01%
1,374
-98
631
$70K 0.01%
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632
$70K 0.01%
2,564
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633
$70K 0.01%
3,362
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634
$69K 0.01%
5,112
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635
$69K 0.01%
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636
$69K 0.01%
584
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637
$68K 0.01%
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638
$68K 0.01%
2,610
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639
$68K 0.01%
1,352
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640
$68K 0.01%
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641
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640
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576
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$67K 0.01%
2,792
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646
$66K 0.01%
598
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561
648
$66K 0.01%
886
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649
$66K 0.01%
1,882
-200
650
$66K 0.01%
1,729
-160
24 25
26
27 28