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
$503M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.85M
3
+$2.25M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.84M

Top Sells

1
+$1.76M
2
+$1.7M
3
+$1.27M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$831K
5
MRVL icon
Marvell Technology
MRVL
+$667K

Sector Composition

1 Technology 8%
2 Financials 6.33%
3 Communication Services 6.09%
4 Healthcare 5.1%
5 Energy 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$2K ﹤0.01%
+63
1752
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+93
1753
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81
1754
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+83
1755
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1756
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1757
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100
1758
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1759
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+270
1760
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100
1761
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+95
1762
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1763
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135
1764
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65
+53
1765
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11
1766
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53
1767
– –
0
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1770
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+38
1771
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35
1772
$2K ﹤0.01%
+83
1773
$2K ﹤0.01%
+51
1774
$2K ﹤0.01%
119
1775
$2K ﹤0.01%
28
69 70
71
72 73