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
901
$30K ﹤0.01%
2,604
+123
902
$30K ﹤0.01%
273
903
$30K ﹤0.01%
+2,611
904
$30K ﹤0.01%
403
+45
905
$30K ﹤0.01%
+375
906
$30K ﹤0.01%
14
907
$30K ﹤0.01%
720
+11
908
$30K ﹤0.01%
826
+364
909
$30K ﹤0.01%
232
910
$29K ﹤0.01%
2,010
911
$29K ﹤0.01%
+475
912
$29K ﹤0.01%
1,084
913
$29K ﹤0.01%
1,118
-2,930
914
$29K ﹤0.01%
1,935
-555
915
$29K ﹤0.01%
218
916
$29K ﹤0.01%
523
+154
917
$29K ﹤0.01%
+2,130
918
$29K ﹤0.01%
1,187
+254
919
$28K ﹤0.01%
+4,000
920
$28K ﹤0.01%
1,500
921
$28K ﹤0.01%
1,341
922
$28K ﹤0.01%
8,368
+7,785
923
$28K ﹤0.01%
+2,100
924
$28K ﹤0.01%
1,575
+1,020
925
$28K ﹤0.01%
133
35 36
37
38 39