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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$6.6M
2
+$6.26M
3
+$4.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.72M

Top Sells

1
+$4.53M
2
+$3.2M
3
+$1.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$833K

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%
248
802
$41K 0.01%
1,018
-1
803
$41K 0.01%
538
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804
$40K 0.01%
910
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805
$40K 0.01%
428
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806
$40K 0.01%
507
807
$40K 0.01%
1,140
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808
$40K 0.01%
251
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809
$40K 0.01%
713
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810
$40K 0.01%
404
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811
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459
812
$40K 0.01%
234
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813
$39K 0.01%
982
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1,123
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815
$39K 0.01%
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816
$39K 0.01%
242
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817
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820
$39K 0.01%
701
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– –
0
822
$38K 0.01%
2,640
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823
$38K 0.01%
581
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$38K 0.01%
620
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825
$38K 0.01%
13
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31 32
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34 35