PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
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
1776
$3K ﹤0.01%
+18
1777
$3K ﹤0.01%
159
+144
1778
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1779
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40
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91
+41
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+31
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1789
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182
-395
1790
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+313
1791
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37
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1793
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1794
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511
+390
1795
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40
-50
1796
$3K ﹤0.01%
3
+1
1797
$3K ﹤0.01%
+100
1798
$3K ﹤0.01%
690
-438
1799
$3K ﹤0.01%
177
+116
1800
$3K ﹤0.01%
74
70 71
72
73 74