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
$503M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.85M
3
+$2.25M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.84M

Top Sells

1
+$1.76M
2
+$1.7M
3
+$1.27M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$831K
5
MRVL icon
Marvell Technology
MRVL
+$667K

Sector Composition

1 Technology 8%
2 Financials 6.33%
3 Communication Services 6.09%
4 Healthcare 5.1%
5 Energy 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$29K 0.01%
661
+70
827
$29K 0.01%
462
+16
828
$29K 0.01%
497
+163
829
$29K 0.01%
255
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830
$29K 0.01%
2,143
-202
831
$28K 0.01%
2,309
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832
$28K 0.01%
385
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833
$28K 0.01%
+1,121
834
$28K 0.01%
439
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835
$28K 0.01%
265
836
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762
837
$28K 0.01%
445
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838
$28K 0.01%
430
839
$28K 0.01%
557
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840
$28K 0.01%
765
+28
841
$28K 0.01%
362
842
$27K 0.01%
4,326
843
$27K 0.01%
161
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$27K 0.01%
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845
$27K 0.01%
417
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846
$27K 0.01%
729
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847
$27K 0.01%
430
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848
$27K 0.01%
585
849
$27K 0.01%
172
+113
850
$27K 0.01%
1,700
-1,000
32 33
34
35 36