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
1176
$15K ﹤0.01%
437
-76
1177
$15K ﹤0.01%
207
-126
1178
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700
1179
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627
1180
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+4
1181
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1,551
1182
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+737
1183
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600
1184
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473
-14
1185
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1186
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290
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112
-3
1188
$14K ﹤0.01%
373
+300
1189
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113
1190
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121
-106
1191
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218
+124
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122
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1193
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351
1194
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122
1195
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206
1196
$14K ﹤0.01%
568
1197
$14K ﹤0.01%
939
1198
$14K ﹤0.01%
169
-22
1199
$14K ﹤0.01%
729
+160
1200
$14K ﹤0.01%
+388
46 47
48
49 50