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
851
$35K 0.01%
676
+395
852
$35K 0.01%
1,885
853
$35K 0.01%
182
-2,146
854
$35K 0.01%
670
+147
855
$35K 0.01%
205
-2
856
$34K ﹤0.01%
47
-47
857
$34K ﹤0.01%
705
-241
858
$34K ﹤0.01%
445
-16
859
$34K ﹤0.01%
1,167
+19
860
$34K ﹤0.01%
392
861
$34K ﹤0.01%
96
862
$34K ﹤0.01%
354
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863
$34K ﹤0.01%
570
864
$34K ﹤0.01%
363
865
$33K ﹤0.01%
1,272
-2,397
866
$33K ﹤0.01%
1,652
+121
867
$33K ﹤0.01%
168
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868
$33K ﹤0.01%
322
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869
$33K ﹤0.01%
568
-122
870
$33K ﹤0.01%
1,535
+126
871
$33K ﹤0.01%
1,110
-145
872
$33K ﹤0.01%
2,162
-342
873
$33K ﹤0.01%
980
+810
874
$32K ﹤0.01%
516
+420
875
$32K ﹤0.01%
436
+400
33 34
35
36 37