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
1101
$18K ﹤0.01%
+1,341
1102
$18K ﹤0.01%
384
+15
1103
$18K ﹤0.01%
526
+73
1104
$18K ﹤0.01%
294
1105
$18K ﹤0.01%
124
1106
$18K ﹤0.01%
567
-2
1107
$18K ﹤0.01%
353
1108
$18K ﹤0.01%
172
1109
$18K ﹤0.01%
617
+61
1110
$17K ﹤0.01%
742
1111
$17K ﹤0.01%
1,779
+999
1112
$17K ﹤0.01%
394
1113
$17K ﹤0.01%
208
1114
$17K ﹤0.01%
355
-75
1115
$17K ﹤0.01%
467
-323
1116
$17K ﹤0.01%
462
+84
1117
$17K ﹤0.01%
30
+3
1118
$17K ﹤0.01%
249
+40
1119
$17K ﹤0.01%
2,302
+3
1120
$17K ﹤0.01%
91
1121
$17K ﹤0.01%
275
1122
$17K ﹤0.01%
365
1123
$17K ﹤0.01%
262
1124
$17K ﹤0.01%
131
+27
1125
$17K ﹤0.01%
639
+252
43 44
45
46 47