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
2051
$1K ﹤0.01%
+50
2052
$1K ﹤0.01%
76
2053
$1K ﹤0.01%
113
2054
$1K ﹤0.01%
27
2055
$1K ﹤0.01%
22
-17
2056
$1K ﹤0.01%
50
2057
$1K ﹤0.01%
53
2058
$1K ﹤0.01%
184
2059
$1K ﹤0.01%
64
2060
$1K ﹤0.01%
13
2061
$1K ﹤0.01%
22
-16
2062
$1K ﹤0.01%
21
2063
$1K ﹤0.01%
41
2064
$1K ﹤0.01%
13
2065
$1K ﹤0.01%
94
2066
$1K ﹤0.01%
7,800
2067
$1K ﹤0.01%
+145
2068
$1K ﹤0.01%
199
-123
2069
$1K ﹤0.01%
26
2070
$1K ﹤0.01%
85
2071
– –
-27,548
2072
$0 ﹤0.01%
17
2073
$0 ﹤0.01%
55
2074
– –
-10
2075
– –
0
81 82
83
84 85