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
401
$292K 0.02%
10,000
+580
402
$290K 0.02%
2,167
+264
403
$289K 0.02%
9,885
+255
404
$289K 0.02%
8,525
405
$288K 0.02%
4,823
-599
406
$288K 0.02%
2,360
+113
407
$286K 0.02%
2,340
+155
408
$285K 0.02%
6,550
+3,170
409
$280K 0.02%
791
+55
410
$277K 0.02%
15,442
+5,300
411
$276K 0.02%
1,785
+957
412
$274K 0.02%
2,290
-123
413
$274K 0.02%
2,466
414
$271K 0.02%
6,339
415
$270K 0.02%
4,781
+223
416
$270K 0.02%
6,126
+1,206
417
$269K 0.02%
4,675
+1,131
418
$268K 0.02%
5,842
+2,017
419
$265K 0.02%
2,406
-1,630
420
$264K 0.02%
5,000
421
$261K 0.02%
4,913
+1,657
422
$260K 0.02%
2,851
+149
423
$260K 0.02%
1,846
-347
424
$258K 0.02%
2,326
+152
425
$256K 0.02%
18,690
+2,700
15 16
17
18 19