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
1201
$14K ﹤0.01%
137
1202
$14K ﹤0.01%
+263
1203
$14K ﹤0.01%
263
1204
$14K ﹤0.01%
932
1205
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195
1206
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285
+107
1207
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530
+84
1208
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300
1209
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450
1210
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116
1211
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463
+189
1212
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421
+139
1213
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+209
1214
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85
1215
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139
-94
1216
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726
+114
1217
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486
+299
1218
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491
+297
1219
$13K ﹤0.01%
201
+51
1220
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226
1221
$13K ﹤0.01%
319
-80
1222
$13K ﹤0.01%
99
-12
1223
$13K ﹤0.01%
220
1224
$13K ﹤0.01%
224
+59
1225
$13K ﹤0.01%
135
47 48
49
50 51