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
676
$60K 0.01%
1,245
+288
677
$60K 0.01%
3,296
+3,159
678
$60K 0.01%
1,060
+498
679
$59K 0.01%
2,624
-840
680
$59K 0.01%
890
+19
681
$59K 0.01%
570
-20
682
$59K 0.01%
2,354
+814
683
$59K 0.01%
+15
684
$59K 0.01%
567
+163
685
$59K 0.01%
1,142
-29
686
$59K 0.01%
1,054
-261
687
$58K 0.01%
3,247
-129
688
$57K 0.01%
1,252
689
$57K 0.01%
133
-38
690
$57K 0.01%
1,246
+15
691
$57K 0.01%
289
+50
692
$57K 0.01%
1,041
+11
693
$57K 0.01%
619
-26
694
$57K 0.01%
593
+157
695
$56K 0.01%
2,380
-43
696
$56K 0.01%
1,710
697
$56K 0.01%
2,040
698
$56K 0.01%
+900
699
$56K 0.01%
52
+9
700
$56K 0.01%
6,000
26 27
28
29 30