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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,871
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$19M
3
+$18.8M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$18.1M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$8.38M

Top Sells

1
+$30.2M
2
+$10.6M
3
+$9.81M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.55M

Sector Composition

1 Technology 14.34%
2 Financials 9.11%
3 Healthcare 5.87%
4 Consumer Discretionary 4.83%
5 Communication Services 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$23K ﹤0.01%
216
+17
1352
$23K ﹤0.01%
3,747
1353
$23K ﹤0.01%
959
-20
1354
$23K ﹤0.01%
205
+13
1355
$23K ﹤0.01%
800
-2,300
1356
$23K ﹤0.01%
629
+96
1357
$23K ﹤0.01%
668
-840
1358
$23K ﹤0.01%
2,618
-2,057
1359
$23K ﹤0.01%
995
+212
1360
$23K ﹤0.01%
438
+194
1361
$23K ﹤0.01%
232
-83
1362
$23K ﹤0.01%
493
+416
1363
$23K ﹤0.01%
599
-22
1364
$23K ﹤0.01%
422
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1365
$22K ﹤0.01%
+188
1366
$22K ﹤0.01%
999
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1367
$22K ﹤0.01%
4,565
-1,242
1368
$22K ﹤0.01%
450
1369
$22K ﹤0.01%
490
-264
1370
$22K ﹤0.01%
2,681
+1,098
1371
$22K ﹤0.01%
2,120
+137
1372
$22K ﹤0.01%
197
+23
1373
$22K ﹤0.01%
1,497
-1,172
1374
$22K ﹤0.01%
982
+386
1375
$22K ﹤0.01%
1,400
-247
53 54
55
56 57