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
1901
$2K ﹤0.01%
41
1902
$2K ﹤0.01%
+111
1903
$2K ﹤0.01%
129
1904
$2K ﹤0.01%
+54
1905
$2K ﹤0.01%
+195
1906
$2K ﹤0.01%
+22
1907
$2K ﹤0.01%
97
-156
1908
$2K ﹤0.01%
28
1909
$2K ﹤0.01%
35
1910
$2K ﹤0.01%
17
-4
1911
$2K ﹤0.01%
178
1912
$2K ﹤0.01%
180
1913
$2K ﹤0.01%
70
1914
$2K ﹤0.01%
46
1915
$2K ﹤0.01%
250
-365
1916
$2K ﹤0.01%
+96
1917
$2K ﹤0.01%
295
1918
$2K ﹤0.01%
43
1919
$2K ﹤0.01%
72
1920
$2K ﹤0.01%
+53
1921
$2K ﹤0.01%
13
1922
$2K ﹤0.01%
97
1923
$2K ﹤0.01%
131
-15
1924
$2K ﹤0.01%
48
-28
1925
$2K ﹤0.01%
+15
75 76
77
78 79