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
1126
$17K ﹤0.01%
219
-15
1127
$17K ﹤0.01%
168
+49
1128
$17K ﹤0.01%
844
1129
$17K ﹤0.01%
440
-51
1130
$17K ﹤0.01%
840
-138
1131
$17K ﹤0.01%
397
+112
1132
$16K ﹤0.01%
175
-4
1133
$16K ﹤0.01%
369
-126
1134
$16K ﹤0.01%
174
1135
$16K ﹤0.01%
206
+76
1136
$16K ﹤0.01%
+160
1137
$16K ﹤0.01%
413
+28
1138
$16K ﹤0.01%
376
1139
$16K ﹤0.01%
1,182
-42
1140
$16K ﹤0.01%
192
1141
$16K ﹤0.01%
369
1142
$16K ﹤0.01%
+252
1143
$16K ﹤0.01%
256
1144
$16K ﹤0.01%
646
1145
$16K ﹤0.01%
220
-9
1146
$16K ﹤0.01%
525
1147
$16K ﹤0.01%
944
+8
1148
$16K ﹤0.01%
+500
1149
$16K ﹤0.01%
910
1150
$16K ﹤0.01%
375
44 45
46
47 48