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
1151
$16K ﹤0.01%
700
1152
$16K ﹤0.01%
1,000
1153
$16K ﹤0.01%
1,250
+338
1154
$16K ﹤0.01%
449
1155
$16K ﹤0.01%
683
+23
1156
$16K ﹤0.01%
747
+614
1157
$16K ﹤0.01%
575
1158
$16K ﹤0.01%
805
1159
$15K ﹤0.01%
2,304
1160
$15K ﹤0.01%
141
+57
1161
$15K ﹤0.01%
140
1162
$15K ﹤0.01%
274
1163
$15K ﹤0.01%
628
+262
1164
$15K ﹤0.01%
356
-45
1165
$15K ﹤0.01%
575
-252
1166
$15K ﹤0.01%
944
-27
1167
$15K ﹤0.01%
3,287
-3,975
1168
$15K ﹤0.01%
290
1169
$15K ﹤0.01%
+1,000
1170
$15K ﹤0.01%
298
1171
$15K ﹤0.01%
222
+85
1172
$15K ﹤0.01%
1,088
1173
$15K ﹤0.01%
392
1174
$15K ﹤0.01%
152
1175
$15K ﹤0.01%
207
+110
45 46
47
48 49