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
1376
$9K ﹤0.01%
114
1377
$9K ﹤0.01%
+2,542
1378
$9K ﹤0.01%
1,441
1379
$9K ﹤0.01%
1,050
+650
1380
$9K ﹤0.01%
288
1381
$9K ﹤0.01%
362
+165
1382
$9K ﹤0.01%
326
1383
$9K ﹤0.01%
504
+442
1384
$9K ﹤0.01%
332
-9
1385
$9K ﹤0.01%
78
-24
1386
$9K ﹤0.01%
204
-20
1387
$9K ﹤0.01%
337
1388
$9K ﹤0.01%
95
1389
$9K ﹤0.01%
94
1390
$9K ﹤0.01%
138
1391
$9K ﹤0.01%
168
+119
1392
$9K ﹤0.01%
2,189
1393
$9K ﹤0.01%
263
1394
$9K ﹤0.01%
180
1395
$9K ﹤0.01%
71
1396
$9K ﹤0.01%
66
1397
$9K ﹤0.01%
500
-1,000
1398
$9K ﹤0.01%
10
+6
1399
$9K ﹤0.01%
237
-1,403
1400
$9K ﹤0.01%
595
54 55
56
57 58