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
1801
$3K ﹤0.01%
79
+28
1802
$3K ﹤0.01%
64
1803
$3K ﹤0.01%
196
1804
$2K ﹤0.01%
124
+6
1805
$2K ﹤0.01%
+218
1806
$2K ﹤0.01%
105
-110
1807
$2K ﹤0.01%
575
-158
1808
$2K ﹤0.01%
29
1809
$2K ﹤0.01%
74
1810
$2K ﹤0.01%
48
1811
$2K ﹤0.01%
500
-1,500
1812
$2K ﹤0.01%
50
-2
1813
$2K ﹤0.01%
225
1814
$2K ﹤0.01%
97
+1
1815
$2K ﹤0.01%
+100
1816
$2K ﹤0.01%
25
1817
$2K ﹤0.01%
73
1818
$2K ﹤0.01%
43
1819
$2K ﹤0.01%
79
1820
$2K ﹤0.01%
151
1821
$2K ﹤0.01%
125
-2,802
1822
$2K ﹤0.01%
83
1823
$2K ﹤0.01%
42
1824
$2K ﹤0.01%
161
1825
$2K ﹤0.01%
50
71 72
73
74 75