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
1751
$3K ﹤0.01%
135
1752
$3K ﹤0.01%
105
-64
1753
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200
1754
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33
1755
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99
-1
1756
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46
1757
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209
1758
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200
1759
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950
1760
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+78
1761
$3K ﹤0.01%
804
-786
1762
$3K ﹤0.01%
40
1763
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72
1764
$3K ﹤0.01%
108
1765
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330
1766
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47
1767
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22
1768
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53
1769
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91
1770
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+95
1771
$3K ﹤0.01%
304
1772
$3K ﹤0.01%
250
1773
$3K ﹤0.01%
175
1774
$3K ﹤0.01%
103
+30
1775
$3K ﹤0.01%
140
+17
69 70
71
72 73