We are live on ! Find out more
PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$6.6M
2
+$6.26M
3
+$4.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.72M

Top Sells

1
+$4.53M
2
+$3.2M
3
+$1.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$833K

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%
290
1177
$15K ﹤0.01%
3,287
-3,975
1178
$15K ﹤0.01%
944
-27
1179
$15K ﹤0.01%
575
-252
1180
$15K ﹤0.01%
628
+262
1181
$15K ﹤0.01%
274
1182
$15K ﹤0.01%
140
1183
$15K ﹤0.01%
141
+57
1184
$15K ﹤0.01%
356
-45
1185
$14K ﹤0.01%
939
1186
$14K ﹤0.01%
450
1187
$14K ﹤0.01%
169
-22
1188
$14K ﹤0.01%
729
+160
1189
$14K ﹤0.01%
+388
1190
$14K ﹤0.01%
491
+297
1191
$14K ﹤0.01%
486
+299
1192
$14K ﹤0.01%
726
+114
1193
$14K ﹤0.01%
400
1194
$14K ﹤0.01%
139
-94
1195
$14K ﹤0.01%
85
1196
$14K ﹤0.01%
+209
1197
$14K ﹤0.01%
421
+139
1198
$14K ﹤0.01%
463
+189
1199
$14K ﹤0.01%
116
1200
$14K ﹤0.01%
+263
46 47
48
49 50