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
451
$235K 0.02%
8,453
+1,798
452
$233K 0.02%
+7,499
453
$232K 0.02%
2,929
+115
454
$232K 0.02%
6,160
+243
455
$232K 0.02%
6,165
+334
456
$232K 0.02%
6,458
+2,321
457
$232K 0.02%
1,726
+3
458
$231K 0.02%
2,363
+119
459
$231K 0.02%
1,141
+120
460
$230K 0.02%
1,485
461
$230K 0.02%
1,205
+19
462
$229K 0.02%
1,573
+124
463
$228K 0.02%
1,847
+21
464
$228K 0.02%
14,405
+1,106
465
$226K 0.02%
3,212
-81
466
$226K 0.02%
6,081
+2,426
467
$225K 0.02%
4,282
+355
468
$224K 0.02%
2,042
469
$224K 0.02%
4,082
470
$224K 0.02%
4,670
+2,586
471
$224K 0.02%
1,573
+194
472
$222K 0.02%
417
+87
473
$222K 0.02%
3,529
-260
474
$221K 0.02%
15,047
+387
475
$221K 0.02%
4,320
-745
17 18
19
20 21