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
1276
$12K ﹤0.01%
409
+33
1277
$12K ﹤0.01%
354
+108
1278
$12K ﹤0.01%
+200
1279
$12K ﹤0.01%
856
1280
$12K ﹤0.01%
244
+52
1281
$12K ﹤0.01%
42
+15
1282
$12K ﹤0.01%
163
1283
$12K ﹤0.01%
+246
1284
$12K ﹤0.01%
457
1285
$12K ﹤0.01%
325
+96
1286
$12K ﹤0.01%
300
1287
$12K ﹤0.01%
+281
1288
$12K ﹤0.01%
928
-12
1289
$12K ﹤0.01%
2,941
+830
1290
$11K ﹤0.01%
1,840
+1,015
1291
$11K ﹤0.01%
941
-2,635
1292
$11K ﹤0.01%
136
1293
$11K ﹤0.01%
651
1294
$11K ﹤0.01%
479
1295
$11K ﹤0.01%
132
1296
$11K ﹤0.01%
667
+602
1297
$11K ﹤0.01%
+200
1298
$11K ﹤0.01%
1,440
1299
$11K ﹤0.01%
214
+30
1300
$11K ﹤0.01%
214
+56
50 51
52
53 54