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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
2051
$1K ﹤0.01%
+145
2052
$1K ﹤0.01%
199
-123
2053
$1K ﹤0.01%
26
2054
$1K ﹤0.01%
85
2055
$1K ﹤0.01%
143
2056
$1K ﹤0.01%
79
-56
2057
$1K ﹤0.01%
30
2058
$1K ﹤0.01%
+137
2059
$1K ﹤0.01%
41
2060
$1K ﹤0.01%
40
2061
$1K ﹤0.01%
187
2062
$1K ﹤0.01%
195
2063
$1K ﹤0.01%
63
2064
$1K ﹤0.01%
+30
2065
$1K ﹤0.01%
33
2066
$1K ﹤0.01%
270
-34
2067
$1K ﹤0.01%
95
2068
$1K ﹤0.01%
99
2069
$1K ﹤0.01%
70
2070
$1K ﹤0.01%
212
2071
$0 ﹤0.01%
4
-49
2072
– –
-35
2073
$0 ﹤0.01%
13
2074
– –
-1,590
2075
– –
0
81 82
83
84 85