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
976
$24K ﹤0.01%
340
977
$24K ﹤0.01%
621
978
$24K ﹤0.01%
514
+302
979
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235
980
– –
0
981
$24K ﹤0.01%
252
+27
982
$24K ﹤0.01%
337
983
$24K ﹤0.01%
1,491
+1,000
984
$24K ﹤0.01%
1,771
985
$24K ﹤0.01%
555
-131
986
$24K ﹤0.01%
743
987
$24K ﹤0.01%
700
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988
$24K ﹤0.01%
216
989
$24K ﹤0.01%
1,111
990
$24K ﹤0.01%
683
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991
$24K ﹤0.01%
549
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$24K ﹤0.01%
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$24K ﹤0.01%
900
994
$24K ﹤0.01%
108
995
$23K ﹤0.01%
176
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996
$23K ﹤0.01%
211
997
$23K ﹤0.01%
641
-162
998
$23K ﹤0.01%
+2,269
999
$23K ﹤0.01%
186
1000
$23K ﹤0.01%
155
-4
38 39
40
41 42