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
1626
$5K ﹤0.01%
+265
1627
$5K ﹤0.01%
70
1628
$5K ﹤0.01%
+215
1629
$5K ﹤0.01%
210
1630
$5K ﹤0.01%
66
+64
1631
$5K ﹤0.01%
52
1632
$5K ﹤0.01%
+425
1633
$5K ﹤0.01%
170
1634
$5K ﹤0.01%
195
1635
$5K ﹤0.01%
69
1636
$5K ﹤0.01%
251
-580
1637
$5K ﹤0.01%
339
1638
$5K ﹤0.01%
3,738
1639
$4K ﹤0.01%
+123
1640
$4K ﹤0.01%
83
1641
$4K ﹤0.01%
100
1642
$4K ﹤0.01%
79
1643
$4K ﹤0.01%
79
1644
$4K ﹤0.01%
141
+57
1645
$4K ﹤0.01%
285
1646
$4K ﹤0.01%
605
1647
$4K ﹤0.01%
87
+57
1648
$4K ﹤0.01%
189
+136
1649
$4K ﹤0.01%
58
1650
$4K ﹤0.01%
35
64 65
66
67 68