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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
1826
$2K ﹤0.01%
125
-2,802
1827
$2K ﹤0.01%
161
1828
$2K ﹤0.01%
50
1829
$2K ﹤0.01%
679
1830
$2K ﹤0.01%
144
1831
$2K ﹤0.01%
+19
1832
$2K ﹤0.01%
99
+57
1833
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162
-114
1834
$2K ﹤0.01%
60
1835
$2K ﹤0.01%
76
+26
1836
$2K ﹤0.01%
61
1837
$2K ﹤0.01%
500
-504
1838
$2K ﹤0.01%
139
+138
1839
$2K ﹤0.01%
121
1840
$2K ﹤0.01%
14
1841
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102
1842
$2K ﹤0.01%
+45
1843
$2K ﹤0.01%
208
1844
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81
1845
$2K ﹤0.01%
36
-5
1846
$2K ﹤0.01%
+35
1847
$2K ﹤0.01%
+37
1848
$2K ﹤0.01%
21
1849
$2K ﹤0.01%
144
1850
$2K ﹤0.01%
+54
72 73
74
75 76