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
1651
$4K ﹤0.01%
140
1652
$4K ﹤0.01%
+12
1653
$4K ﹤0.01%
379
1654
$4K ﹤0.01%
384
+87
1655
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29
+19
1656
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71
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30
-14
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209
1659
$4K ﹤0.01%
2
1660
$4K ﹤0.01%
1,800
1661
$4K ﹤0.01%
293
1662
$4K ﹤0.01%
150
1663
$4K ﹤0.01%
500
1664
$4K ﹤0.01%
247
1665
$4K ﹤0.01%
179
1666
$4K ﹤0.01%
39
1667
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114
1668
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42
1669
$4K ﹤0.01%
142
1670
$4K ﹤0.01%
150
1671
$4K ﹤0.01%
194
-2,577
1672
$4K ﹤0.01%
64
-29
1673
$4K ﹤0.01%
1,250
1674
$4K ﹤0.01%
213
1675
$4K ﹤0.01%
+248
65 66
67
68 69