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
1926
$2K ﹤0.01%
214
1927
$2K ﹤0.01%
231
1928
$2K ﹤0.01%
33
1929
$2K ﹤0.01%
78
-2
1930
$2K ﹤0.01%
55
1931
$2K ﹤0.01%
83
1932
$2K ﹤0.01%
114
-33
1933
$2K ﹤0.01%
160
-141
1934
$2K ﹤0.01%
28
1935
$2K ﹤0.01%
168
-62
1936
$1K ﹤0.01%
143
1937
$1K ﹤0.01%
79
-56
1938
$1K ﹤0.01%
30
1939
$1K ﹤0.01%
41
1940
$1K ﹤0.01%
40
1941
$1K ﹤0.01%
187
1942
$1K ﹤0.01%
+137
1943
$1K ﹤0.01%
11
1944
$1K ﹤0.01%
+66
1945
$1K ﹤0.01%
42
1946
$1K ﹤0.01%
25
1947
$1K ﹤0.01%
31
1948
$1K ﹤0.01%
54
-1
1949
$1K ﹤0.01%
+58
1950
$1K ﹤0.01%
73
76 77
78
79 80