PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
476
$197K 0.02%
1,337
+10
477
$197K 0.02%
+3,633
478
$196K 0.02%
6,872
-684
479
$196K 0.02%
+15,550
480
$194K 0.02%
925
+170
481
$193K 0.02%
274
-59
482
$192K 0.02%
1,379
+306
483
$191K 0.02%
3,616
-308
484
$190K 0.02%
2,244
+190
485
$190K 0.02%
14,660
+3,347
486
$188K 0.02%
2,097
+259
487
$188K 0.02%
12,997
+159
488
$187K 0.02%
2,418
-372
489
$187K 0.02%
1,101
-312
490
$186K 0.02%
2,419
-100
491
$184K 0.02%
1,135
492
$184K 0.02%
2,749
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493
$183K 0.02%
12,180
+6,445
494
$183K 0.02%
2,424
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495
$183K 0.02%
3,923
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496
$183K 0.02%
1,079
+143
497
$182K 0.02%
1,261
+36
498
$182K 0.02%
2,938
-14
499
$182K 0.02%
6,498
+5,713
500
$182K 0.02%
9,957
-765
18 19
20
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