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
1701
$4K ﹤0.01%
+117
1702
$4K ﹤0.01%
185
+153
1703
$4K ﹤0.01%
134
+62
1704
$4K ﹤0.01%
+502
1705
$4K ﹤0.01%
278
1706
$4K ﹤0.01%
389
1707
$4K ﹤0.01%
225
+81
1708
$4K ﹤0.01%
39
+18
1709
$4K ﹤0.01%
230
1710
$4K ﹤0.01%
261
1711
$4K ﹤0.01%
266
1712
$4K ﹤0.01%
108
-329
1713
$4K ﹤0.01%
1
1714
$4K ﹤0.01%
825
-224
1715
$4K ﹤0.01%
71
1716
$3K ﹤0.01%
148
-533
1717
$3K ﹤0.01%
115
-70
1718
$3K ﹤0.01%
414
1719
$3K ﹤0.01%
102
1720
$3K ﹤0.01%
39
-1
1721
$3K ﹤0.01%
53
-93
1722
$3K ﹤0.01%
110
-69
1723
$3K ﹤0.01%
71
1724
$3K ﹤0.01%
236
-233
1725
$3K ﹤0.01%
31
-21
67 68
69
70 71