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
1251
$12K ﹤0.01%
1,400
1252
$12K ﹤0.01%
4,482
1253
$12K ﹤0.01%
543
+73
1254
$12K ﹤0.01%
465
+291
1255
$12K ﹤0.01%
88
-7
1256
$12K ﹤0.01%
581
-96
1257
$12K ﹤0.01%
+520
1258
$12K ﹤0.01%
214
1259
$12K ﹤0.01%
364
+245
1260
$12K ﹤0.01%
300
1261
$12K ﹤0.01%
605
+574
1262
$12K ﹤0.01%
690
+522
1263
$12K ﹤0.01%
190
+157
1264
$12K ﹤0.01%
936
+359
1265
$12K ﹤0.01%
112
-178
1266
$12K ﹤0.01%
534
1267
$12K ﹤0.01%
303
+139
1268
$12K ﹤0.01%
350
-350
1269
$12K ﹤0.01%
130
+26
1270
$12K ﹤0.01%
676
-132
1271
$12K ﹤0.01%
288
+241
1272
$12K ﹤0.01%
55
1273
$12K ﹤0.01%
2,119
-453
1274
$12K ﹤0.01%
238
1275
$12K ﹤0.01%
1,715
49 50
51
52 53