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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
1901
$2K ﹤0.01%
68
1902
$2K ﹤0.01%
32
1903
$2K ﹤0.01%
374
1904
$2K ﹤0.01%
29
1905
$2K ﹤0.01%
94
1906
$2K ﹤0.01%
161
1907
$2K ﹤0.01%
97
+1
1908
$2K ﹤0.01%
+100
1909
$2K ﹤0.01%
25
1910
$2K ﹤0.01%
29
1911
$2K ﹤0.01%
12
-20
1912
$2K ﹤0.01%
63
1913
$2K ﹤0.01%
245
1914
$2K ﹤0.01%
250
1915
$2K ﹤0.01%
83
1916
$2K ﹤0.01%
42
1917
$2K ﹤0.01%
30
1918
$2K ﹤0.01%
42
1919
$2K ﹤0.01%
164
+108
1920
$2K ﹤0.01%
+10
1921
$2K ﹤0.01%
111
1922
$2K ﹤0.01%
37
1923
$2K ﹤0.01%
93
1924
$2K ﹤0.01%
41
1925
$2K ﹤0.01%
+111
75 76
77
78 79