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
876
$32K ﹤0.01%
1,010
+401
877
$32K ﹤0.01%
760
878
$32K ﹤0.01%
2,198
-58
879
$32K ﹤0.01%
1,118
-140
880
$32K ﹤0.01%
969
881
$32K ﹤0.01%
+1,506
882
$32K ﹤0.01%
442
+80
883
$32K ﹤0.01%
527
+14
884
$32K ﹤0.01%
253
+114
885
$32K ﹤0.01%
386
886
$32K ﹤0.01%
1,216
887
$32K ﹤0.01%
1,447
+382
888
$32K ﹤0.01%
599
-40
889
$31K ﹤0.01%
614
890
$31K ﹤0.01%
1,995
891
$31K ﹤0.01%
147
+48
892
$31K ﹤0.01%
5,661
-1,813
893
$31K ﹤0.01%
1,475
+996
894
$31K ﹤0.01%
700
895
$31K ﹤0.01%
616
-2,098
896
$31K ﹤0.01%
55
+50
897
$31K ﹤0.01%
952
+374
898
$31K ﹤0.01%
1,751
+212
899
$31K ﹤0.01%
401
+185
900
$30K ﹤0.01%
+406
34 35
36
37 38