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
2001
$1K ﹤0.01%
42
2002
$1K ﹤0.01%
+100
2003
$1K ﹤0.01%
+16
2004
$1K ﹤0.01%
49
-133
2005
$1K ﹤0.01%
145
+2
2006
$1K ﹤0.01%
40
2007
$1K ﹤0.01%
27
2008
$1K ﹤0.01%
29
2009
$1K ﹤0.01%
+26
2010
$1K ﹤0.01%
29
2011
$1K ﹤0.01%
71
-125
2012
$1K ﹤0.01%
49
+17
2013
$1K ﹤0.01%
57
2014
$1K ﹤0.01%
+20
2015
$1K ﹤0.01%
80
-85
2016
$1K ﹤0.01%
56
-7
2017
$1K ﹤0.01%
774
2018
$1K ﹤0.01%
27
2019
$1K ﹤0.01%
26
+10
2020
$1K ﹤0.01%
97
-280
2021
$1K ﹤0.01%
+48
2022
$1K ﹤0.01%
639
2023
$1K ﹤0.01%
81
2024
$1K ﹤0.01%
26
2025
$1K ﹤0.01%
36
79 80
81
82 83