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
1076
$19K ﹤0.01%
300
+143
1077
$19K ﹤0.01%
421
+58
1078
$19K ﹤0.01%
1,097
+215
1079
$19K ﹤0.01%
469
-198
1080
$19K ﹤0.01%
1,250
1081
$19K ﹤0.01%
369
-74
1082
$19K ﹤0.01%
362
1083
$19K ﹤0.01%
489
1084
$19K ﹤0.01%
411
+245
1085
$19K ﹤0.01%
523
-115
1086
$18K ﹤0.01%
318
1087
$18K ﹤0.01%
275
+3
1088
$18K ﹤0.01%
179
-242
1089
$18K ﹤0.01%
894
+13
1090
$18K ﹤0.01%
612
-6
1091
$18K ﹤0.01%
285
-13
1092
$18K ﹤0.01%
190
1093
$18K ﹤0.01%
172
1094
$18K ﹤0.01%
+243
1095
$18K ﹤0.01%
375
1096
$18K ﹤0.01%
454
1097
$18K ﹤0.01%
497
1098
$18K ﹤0.01%
158
1099
$18K ﹤0.01%
456
1100
$18K ﹤0.01%
2,800
42 43
44
45 46