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
1351
$10K ﹤0.01%
68
1352
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282
1353
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219
+19
1354
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450
1355
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64
+12
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95
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1358
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132
+19
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$10K ﹤0.01%
+626
1360
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300
1361
$10K ﹤0.01%
10,000
1362
$10K ﹤0.01%
298
1363
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213
+42
1364
$9K ﹤0.01%
300
-436
1365
$9K ﹤0.01%
912
1366
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672
1367
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352
1369
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46
1370
$9K ﹤0.01%
356
+74
1371
$9K ﹤0.01%
186
-1
1372
$9K ﹤0.01%
84
+12
1373
$9K ﹤0.01%
+357
1374
$9K ﹤0.01%
228
-25
1375
$9K ﹤0.01%
399
+300
53 54
55
56 57