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
1601
$5K ﹤0.01%
183
1602
$5K ﹤0.01%
205
1603
$5K ﹤0.01%
302
1604
$5K ﹤0.01%
230
1605
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121
+97
1606
$5K ﹤0.01%
155
1607
$5K ﹤0.01%
1,179
1608
$5K ﹤0.01%
283
1609
$5K ﹤0.01%
59
1610
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149
1611
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60
-31
1612
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211
+65
1613
$5K ﹤0.01%
375
1614
$5K ﹤0.01%
+111
1615
$5K ﹤0.01%
36
+28
1616
$5K ﹤0.01%
91
-201
1617
$5K ﹤0.01%
131
1618
$5K ﹤0.01%
327
1619
$5K ﹤0.01%
+100
1620
$5K ﹤0.01%
150
1621
$5K ﹤0.01%
200
1622
$5K ﹤0.01%
102
1623
$5K ﹤0.01%
+221
1624
$5K ﹤0.01%
133
+85
1625
$5K ﹤0.01%
213
-40
63 64
65
66 67