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
1776
$3K ﹤0.01%
219
1777
$3K ﹤0.01%
192
-253
1778
$3K ﹤0.01%
91
1779
$3K ﹤0.01%
46
1780
$3K ﹤0.01%
300
1781
$3K ﹤0.01%
250
-430
1782
$3K ﹤0.01%
110
1783
$3K ﹤0.01%
175
+71
1784
$3K ﹤0.01%
74
1785
$3K ﹤0.01%
131
1786
$3K ﹤0.01%
57
1787
$3K ﹤0.01%
40
1788
$3K ﹤0.01%
87
-54
1789
$3K ﹤0.01%
35
1790
$3K ﹤0.01%
91
+41
1791
$3K ﹤0.01%
+31
1792
$3K ﹤0.01%
147
1793
$3K ﹤0.01%
100
1794
$3K ﹤0.01%
115
1795
$3K ﹤0.01%
40
-50
1796
$3K ﹤0.01%
3
+1
1797
$3K ﹤0.01%
+100
1798
$3K ﹤0.01%
334
1799
$3K ﹤0.01%
25
1800
$3K ﹤0.01%
256
+88
70 71
72
73 74