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
1976
$1K ﹤0.01%
+30
1977
$1K ﹤0.01%
33
1978
$1K ﹤0.01%
212
1979
$1K ﹤0.01%
270
-34
1980
$1K ﹤0.01%
95
1981
$1K ﹤0.01%
99
1982
$1K ﹤0.01%
56
1983
$1K ﹤0.01%
64
1984
$1K ﹤0.01%
+90
1985
$1K ﹤0.01%
+64
1986
$1K ﹤0.01%
21
1987
$1K ﹤0.01%
132
+1
1988
$1K ﹤0.01%
227
1989
$1K ﹤0.01%
67
1990
$1K ﹤0.01%
119
1991
$1K ﹤0.01%
28
-8
1992
$1K ﹤0.01%
35
-36
1993
$1K ﹤0.01%
+17
1994
$1K ﹤0.01%
71
1995
$1K ﹤0.01%
468
1996
$1K ﹤0.01%
50
-176
1997
$1K ﹤0.01%
32
1998
$1K ﹤0.01%
3
1999
$1K ﹤0.01%
15
2000
$1K ﹤0.01%
44
78 79
80
81 82