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
1826
$2K ﹤0.01%
27
1827
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+120
1828
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+167
1829
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68
1830
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103
1831
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1832
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+32
1833
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28
1834
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364
-573
1835
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365
1836
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310
-132
1837
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+62
1838
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126
1839
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+34
1840
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+39
1841
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+65
1842
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100
1843
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200
1844
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32
-411
1845
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+70
1846
$1K ﹤0.01%
+32
1847
$1K ﹤0.01%
+28
1848
$1K ﹤0.01%
+38
1849
$1K ﹤0.01%
108
-102
1850
$1K ﹤0.01%
44
72 73
74
75 76