We are live on ! Find out more
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
1676
$4K ﹤0.01%
82
1677
$4K ﹤0.01%
172
1678
$4K ﹤0.01%
143
1679
$4K ﹤0.01%
120
1680
$4K ﹤0.01%
+64
1681
$4K ﹤0.01%
421
1682
$4K ﹤0.01%
21
+15
1683
$4K ﹤0.01%
78
1684
$4K ﹤0.01%
+117
1685
$4K ﹤0.01%
185
+153
1686
$4K ﹤0.01%
134
+62
1687
$4K ﹤0.01%
+502
1688
$4K ﹤0.01%
278
1689
$4K ﹤0.01%
389
1690
$4K ﹤0.01%
225
+81
1691
$4K ﹤0.01%
+12
1692
$4K ﹤0.01%
379
1693
$4K ﹤0.01%
384
+87
1694
$4K ﹤0.01%
39
+18
1695
$4K ﹤0.01%
230
1696
$4K ﹤0.01%
261
1697
$4K ﹤0.01%
266
1698
$4K ﹤0.01%
108
-329
1699
$4K ﹤0.01%
140
1700
$4K ﹤0.01%
29
+19
66 67
68
69 70