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
1051
$20K ﹤0.01%
180
1052
$20K ﹤0.01%
309
-50
1053
$20K ﹤0.01%
65
-4
1054
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1,202
-2
1055
$20K ﹤0.01%
674
-3,937
1056
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500
-500
1057
$20K ﹤0.01%
333
+277
1058
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469
-588
1059
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+1,013
1060
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300
1061
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406
+6
1062
$19K ﹤0.01%
3,438
+1,231
1063
$19K ﹤0.01%
1,200
1064
$19K ﹤0.01%
247
1065
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340
1066
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220
+152
1067
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1068
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130
-9
1069
$19K ﹤0.01%
552
-17
1070
$19K ﹤0.01%
677
-16
1071
$19K ﹤0.01%
376
+19
1072
$19K ﹤0.01%
+780
1073
$19K ﹤0.01%
376
1074
$19K ﹤0.01%
118
-4
1075
$19K ﹤0.01%
581
-53
41 42
43
44 45