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
1226
$13K ﹤0.01%
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1228
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747
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-8
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1240
$13K ﹤0.01%
305
+9
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$13K ﹤0.01%
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1242
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699
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1243
$13K ﹤0.01%
354
-4
1244
$13K ﹤0.01%
4,165
+3,697
1245
$13K ﹤0.01%
+1,401
1246
$13K ﹤0.01%
839
+532
1247
$12K ﹤0.01%
508
-13
1248
$12K ﹤0.01%
+301
1249
$12K ﹤0.01%
117
1250
$12K ﹤0.01%
488
+211
48 49
50
51 52