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
1301
$11K ﹤0.01%
458
1302
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389
1303
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293
1304
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522
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1305
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406
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207
+98
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101
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262
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1310
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184
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1311
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+300
1312
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440
1313
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162
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1314
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139
1315
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257
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-45
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188
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257
1319
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150
1320
$11K ﹤0.01%
503
+203
1321
$11K ﹤0.01%
1,319
-681
1322
$11K ﹤0.01%
+329
1323
$11K ﹤0.01%
300
1324
$11K ﹤0.01%
157
1325
$10K ﹤0.01%
+348
51 52
53
54 55