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
951
$26K ﹤0.01%
1,562
+2
952
$26K ﹤0.01%
402
+23
953
$26K ﹤0.01%
653
+469
954
$26K ﹤0.01%
953
+431
955
$26K ﹤0.01%
821
956
$26K ﹤0.01%
399
-8
957
$26K ﹤0.01%
1,852
+1,524
958
$26K ﹤0.01%
546
-408
959
$26K ﹤0.01%
632
+125
960
$26K ﹤0.01%
896
+278
961
$26K ﹤0.01%
1,330
-215
962
$26K ﹤0.01%
167
+27
963
$26K ﹤0.01%
1,200
964
$26K ﹤0.01%
720
+72
965
$25K ﹤0.01%
+759
966
$25K ﹤0.01%
677
+28
967
$25K ﹤0.01%
307
-21
968
$25K ﹤0.01%
428
+20
969
$25K ﹤0.01%
1,400
+400
970
$25K ﹤0.01%
195
971
$25K ﹤0.01%
313
+1
972
$25K ﹤0.01%
350
973
$25K ﹤0.01%
402
+134
974
$25K ﹤0.01%
260
975
$24K ﹤0.01%
529
37 38
39
40 41