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
926
$28K ﹤0.01%
570
927
$28K ﹤0.01%
+1,176
928
$28K ﹤0.01%
362
929
$27K ﹤0.01%
15,091
-15,168
930
$27K ﹤0.01%
1,791
931
$27K ﹤0.01%
3,874
+2,230
932
$27K ﹤0.01%
915
-75
933
$27K ﹤0.01%
175
+8
934
$27K ﹤0.01%
981
+368
935
$27K ﹤0.01%
1,069
-885
936
$27K ﹤0.01%
295
937
$27K ﹤0.01%
700
-300
938
$27K ﹤0.01%
696
939
$27K ﹤0.01%
381
+198
940
$27K ﹤0.01%
417
+26
941
$27K ﹤0.01%
403
+65
942
$27K ﹤0.01%
+469
943
$27K ﹤0.01%
470
944
$26K ﹤0.01%
371
+43
945
$26K ﹤0.01%
191
946
$26K ﹤0.01%
419
-16
947
$26K ﹤0.01%
897
+800
948
$26K ﹤0.01%
740
949
$26K ﹤0.01%
156
950
$26K ﹤0.01%
629
36 37
38
39 40