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
1951
$1K ﹤0.01%
70
1952
$1K ﹤0.01%
26
1953
$1K ﹤0.01%
34
1954
$1K ﹤0.01%
26
1955
$1K ﹤0.01%
134
1956
$1K ﹤0.01%
+15
1957
$1K ﹤0.01%
+37
1958
$1K ﹤0.01%
40
1959
$1K ﹤0.01%
+38
1960
$1K ﹤0.01%
80
1961
$1K ﹤0.01%
532
1962
$1K ﹤0.01%
+40
1963
$1K ﹤0.01%
+19
1964
$1K ﹤0.01%
61
-158
1965
$1K ﹤0.01%
146
1966
$1K ﹤0.01%
243
-253
1967
$1K ﹤0.01%
8
1968
$1K ﹤0.01%
93
1969
$1K ﹤0.01%
200
1970
$1K ﹤0.01%
24
1971
$1K ﹤0.01%
37
1972
$1K ﹤0.01%
108
1973
$1K ﹤0.01%
126
-112
1974
$1K ﹤0.01%
195
1975
$1K ﹤0.01%
63
77 78
79
80 81