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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
1201
$14K ﹤0.01%
137
1202
$14K ﹤0.01%
568
1203
$14K ﹤0.01%
206
1204
$14K ﹤0.01%
122
1205
$14K ﹤0.01%
351
1206
$14K ﹤0.01%
300
1207
$14K ﹤0.01%
530
+84
1208
$14K ﹤0.01%
285
+107
1209
$14K ﹤0.01%
195
1210
$14K ﹤0.01%
932
1211
$14K ﹤0.01%
122
+57
1212
$14K ﹤0.01%
218
+124
1213
$14K ﹤0.01%
121
-106
1214
$14K ﹤0.01%
113
1215
$14K ﹤0.01%
373
+300
1216
$14K ﹤0.01%
263
1217
$14K ﹤0.01%
112
-3
1218
$14K ﹤0.01%
290
-152
1219
$13K ﹤0.01%
300
1220
$13K ﹤0.01%
120
1221
$13K ﹤0.01%
325
1222
$13K ﹤0.01%
273
+142
1223
$13K ﹤0.01%
182
-4
1224
$13K ﹤0.01%
145
1225
$13K ﹤0.01%
98
47 48
49
50 51