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
1451
$8K ﹤0.01%
261
+56
1452
$7K ﹤0.01%
359
1453
$7K ﹤0.01%
529
+34
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$7K ﹤0.01%
196
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$7K ﹤0.01%
105
+61
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$7K ﹤0.01%
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1457
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265
+157
1458
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1459
$7K ﹤0.01%
+340
1460
$7K ﹤0.01%
154
1461
$7K ﹤0.01%
102
-2
1462
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1463
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316
-172
1464
$7K ﹤0.01%
297
+246
1465
$7K ﹤0.01%
479
+286
1466
$7K ﹤0.01%
213
1467
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28
1468
$7K ﹤0.01%
423
1469
$7K ﹤0.01%
570
+395
1470
$7K ﹤0.01%
815
+12
1471
$7K ﹤0.01%
141
1472
$7K ﹤0.01%
186
1473
$7K ﹤0.01%
521
+368
1474
$7K ﹤0.01%
319
+127
1475
$7K ﹤0.01%
77
-5
57 58
59
60 61