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
1401
$9K ﹤0.01%
232
1402
$9K ﹤0.01%
620
1403
$9K ﹤0.01%
575
1404
$9K ﹤0.01%
108
-1
1405
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121
1406
$8K ﹤0.01%
79
+21
1407
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379
1408
$8K ﹤0.01%
+1,165
1409
$8K ﹤0.01%
345
-32
1410
$8K ﹤0.01%
163
1411
$8K ﹤0.01%
400
1412
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205
+26
1413
$8K ﹤0.01%
133
1414
$8K ﹤0.01%
61
+30
1415
$8K ﹤0.01%
255
-43
1416
$8K ﹤0.01%
803
+189
1417
$8K ﹤0.01%
187
+32
1418
$8K ﹤0.01%
411
-73
1419
$8K ﹤0.01%
92
+40
1420
$8K ﹤0.01%
142
1421
$8K ﹤0.01%
81
1422
$8K ﹤0.01%
1,880
-1,217
1423
$8K ﹤0.01%
415
1424
$8K ﹤0.01%
150
-28
1425
$8K ﹤0.01%
287
+1
55 56
57
58 59