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
801
$41K 0.01%
235
802
$41K 0.01%
623
-26
803
$41K 0.01%
167
804
$40K 0.01%
910
+57
805
$40K 0.01%
234
-74
806
$40K 0.01%
459
807
$40K 0.01%
404
+270
808
$40K 0.01%
713
-28
809
$40K 0.01%
251
-122
810
$40K 0.01%
1,140
+315
811
$40K 0.01%
507
812
$40K 0.01%
428
+49
813
$39K 0.01%
701
+296
814
$39K 0.01%
927
+739
815
$39K 0.01%
242
+21
816
$39K 0.01%
659
+552
817
$39K 0.01%
982
+182
818
– –
0
819
$39K 0.01%
352
820
$39K 0.01%
2,680
-115
821
$39K 0.01%
1,123
-70
822
$38K 0.01%
2,640
+59
823
$38K 0.01%
581
+284
824
$38K 0.01%
620
+112
825
$38K 0.01%
13
-1
31 32
33
34 35