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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
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.7M
4
LYFT icon
Lyft
LYFT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.18M

Top Sells

1
+$2.83M
2
+$2.54M
3
+$2.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.12M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.39M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
– –
-2,000
2552
– –
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2553
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-53
2554
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-115
2555
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2556
$0 ﹤0.01%
30
2557
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-22
2558
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-211
2559
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-26
2560
$0 ﹤0.01%
7,800
2561
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-94
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-118
2563
$0 ﹤0.01%
3
-2,997
2564
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-224
2565
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-83
2566
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-8,136
2567
$0 ﹤0.01%
24
2568
$0 ﹤0.01%
2
-30
2569
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-474
2570
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-156
2571
$0 ﹤0.01%
300
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$0 ﹤0.01%
18
-1,388
2573
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2574
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-1,230
2575
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-122
101 102
103
104 105