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
426
$256K 0.02%
2,183
+504
427
$255K 0.02%
1,777
+281
428
$254K 0.02%
5,281
+10
429
$254K 0.02%
6,017
+2,291
430
$252K 0.02%
3,876
-170
431
$252K 0.02%
4,279
-632
432
$251K 0.02%
4,305
+286
433
$251K 0.02%
3,000
+1,400
434
$247K 0.02%
1,127
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435
$246K 0.02%
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+1,407
436
$246K 0.02%
11,289
+7,847
437
$245K 0.02%
927
+2
438
$245K 0.02%
8,567
-1,807
439
$245K 0.02%
1,606
-58
440
$245K 0.02%
6,828
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441
$244K 0.02%
2,606
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442
$243K 0.02%
2,292
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443
$242K 0.02%
1,550
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444
$242K 0.02%
4,820
-546
445
$241K 0.02%
2,417
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446
$239K 0.02%
1,467
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447
$238K 0.02%
15,550
448
$237K 0.02%
8,141
-499
449
$236K 0.02%
852
+22
450
$236K 0.02%
3,036
+51
16 17
18
19 20