PA

Parallel Advisors Portfolio holdings

AUM $5B
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
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
101
$1.24M 0.18%
7,578
+1,001
102
$1.21M 0.17%
11,567
+4,102
103
$1.21M 0.17%
8,048
+335
104
$1.17M 0.17%
13,794
+299
105
$1.17M 0.17%
5,944
+598
106
$1.16M 0.17%
6,260
+1,049
107
$1.14M 0.16%
20,513
+762
108
$1.1M 0.16%
4,050
+384
109
$1.09M 0.16%
21,460
+329
110
$1.05M 0.15%
13,816
-629
111
$1.05M 0.15%
32,878
+1,212
112
$1.03M 0.15%
48,078
113
$1.02M 0.15%
17,906
-682
114
$995K 0.14%
37,427
+3,189
115
$993K 0.14%
6,892
+281
116
$970K 0.14%
30,746
-2,082
117
$963K 0.14%
6,146
+415
118
$946K 0.14%
12,257
+1,075
119
$944K 0.14%
11,848
+413
120
$933K 0.13%
37,552
-2,156
121
$932K 0.13%
9,690
-1,030
122
$926K 0.13%
4,231
+755
123
$925K 0.13%
9,441
+516
124
$913K 0.13%
19,200
+2,910
125
$899K 0.13%
34,099
+245
3 4
5
6 7