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
1426
$8K ﹤0.01%
357
+339
1427
$8K ﹤0.01%
374
-94
1428
$8K ﹤0.01%
160
1429
$8K ﹤0.01%
613
+390
1430
$8K ﹤0.01%
+333
1431
$8K ﹤0.01%
118
1432
$8K ﹤0.01%
286
+110
1433
$8K ﹤0.01%
60
1434
– –
0
1435
$8K ﹤0.01%
+157
1436
$8K ﹤0.01%
140
1437
$8K ﹤0.01%
400
1438
$8K ﹤0.01%
182
1439
$8K ﹤0.01%
142
+7
1440
$8K ﹤0.01%
503
1441
$8K ﹤0.01%
1,600
1442
$8K ﹤0.01%
75
-25
1443
$8K ﹤0.01%
156
1444
$8K ﹤0.01%
231
1445
$8K ﹤0.01%
193
-271
1446
$8K ﹤0.01%
150
1447
$8K ﹤0.01%
962
+482
1448
$8K ﹤0.01%
+204
1449
$8K ﹤0.01%
1,530
+1,470
1450
$8K ﹤0.01%
1,761
56 57
58
59 60