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
876
$25K 0.01%
+2,246
877
$25K 0.01%
+511
878
$25K 0.01%
516
879
$25K 0.01%
949
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880
$25K 0.01%
1,084
881
$25K 0.01%
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882
$25K 0.01%
624
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883
$25K 0.01%
718
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884
$25K 0.01%
522
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885
$25K 0.01%
740
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886
$25K 0.01%
1,000
887
$24K ﹤0.01%
+1,156
888
$24K ﹤0.01%
625
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889
$24K ﹤0.01%
781
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890
$24K ﹤0.01%
1,990
-3,328
891
$24K ﹤0.01%
+1,000
892
$24K ﹤0.01%
1,135
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893
$24K ﹤0.01%
198
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894
$24K ﹤0.01%
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895
$24K ﹤0.01%
650
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896
$24K ﹤0.01%
992
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897
$24K ﹤0.01%
1,406
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898
$24K ﹤0.01%
+2,100
899
$24K ﹤0.01%
113
-184
900
$24K ﹤0.01%
254
34 35
36
37 38