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
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14M
3
+$11.3M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.3M
5
UBER icon
Uber
UBER
+$4.66M

Top Sells

1
+$6.7M
2
+$4.74M
3
+$4.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.04M
5
MBB icon
iShares MBS ETF
MBB
+$1.14M

Sector Composition

1 Technology 11.89%
2 Financials 5.94%
3 Healthcare 5.53%
4 Communication Services 4.12%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$327K 0.02%
8,450
+1,090
377
$326K 0.02%
6,904
+6
378
$325K 0.02%
16,053
+5,649
379
$325K 0.02%
12,704
+10,382
380
$323K 0.02%
2,915
+659
381
$322K 0.02%
4,580
382
$320K 0.02%
5,047
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383
$318K 0.02%
7,650
384
$318K 0.02%
6,703
-963
385
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6,286
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386
$316K 0.02%
13,892
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387
$316K 0.02%
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388
$316K 0.02%
27,232
+10,408
389
$313K 0.02%
1,775
-120
390
$311K 0.02%
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-302
391
$309K 0.02%
13,683
392
$308K 0.02%
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393
$307K 0.02%
14,927
+4,304
394
$307K 0.02%
1,601
-5,783
395
$305K 0.02%
6,085
-596
396
$303K 0.02%
3,008
-259
397
$301K 0.02%
621
+10
398
$298K 0.02%
3,230
+70
399
$297K 0.02%
3,539
+2,312
400
$296K 0.02%
2,073
+10
14 15
16
17 18