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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
$699M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,329
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.26M
3
+$4.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.72M

Top Sells

1
+$4.53M
2
+$3.2M
3
+$1.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$833K

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
1551
$6K ﹤0.01%
621
+473
1552
$6K ﹤0.01%
172
1553
$6K ﹤0.01%
283
+6
1554
$6K ﹤0.01%
162
1555
$6K ﹤0.01%
150
1556
$6K ﹤0.01%
96
-61
1557
$6K ﹤0.01%
+570
1558
$6K ﹤0.01%
61
1559
$6K ﹤0.01%
265
1560
$6K ﹤0.01%
183
-9
1561
$6K ﹤0.01%
+183
1562
$6K ﹤0.01%
113
1563
$6K ﹤0.01%
+149
1564
$6K ﹤0.01%
+141
1565
$6K ﹤0.01%
95
1566
$6K ﹤0.01%
111
1567
$6K ﹤0.01%
297
+118
1568
$6K ﹤0.01%
107
1569
$5K ﹤0.01%
63
+41
1570
$5K ﹤0.01%
32
1571
$5K ﹤0.01%
137
-133
1572
$5K ﹤0.01%
133
-1,040
1573
$5K ﹤0.01%
98
1574
$5K ﹤0.01%
129
+43
1575
$5K ﹤0.01%
183
61 62
63
64 65