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
651
$65K 0.01%
3,024
+21
652
$65K 0.01%
1,823
+434
653
$65K 0.01%
2,657
+1,657
654
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655
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634
656
$64K 0.01%
789
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$63K 0.01%
1,380
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658
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1,357
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$63K 0.01%
1,202
-171
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830
661
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9,926
662
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663
$63K 0.01%
651
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664
$63K 0.01%
1,317
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665
$62K 0.01%
5,156
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666
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667
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670
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91
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671
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1,382
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672
$61K 0.01%
51,769
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673
$61K 0.01%
367
+31
674
$61K 0.01%
454
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675
$60K 0.01%
1,276
-276
25 26
27
28 29