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
526
$191K 0.01%
2,015
-82
527
$190K 0.01%
2,320
-27
528
$188K 0.01%
2,288
-614
529
$188K 0.01%
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530
$187K 0.01%
16,717
+3,519
531
$186K 0.01%
1,210
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532
$186K 0.01%
318
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533
$186K 0.01%
8,342
534
$186K 0.01%
7,205
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535
$185K 0.01%
492
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536
$184K 0.01%
3,155
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537
$184K 0.01%
3,514
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538
$184K 0.01%
9,528
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539
$184K 0.01%
6,101
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540
$184K 0.01%
2,994
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541
$183K 0.01%
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$182K 0.01%
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543
$182K 0.01%
2,492
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544
$182K 0.01%
2,699
-19
545
$181K 0.01%
5,600
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546
$181K 0.01%
8,540
+228
547
$180K 0.01%
2,457
-223
548
$180K 0.01%
2,244
+636
549
$180K 0.01%
6,528
+30
550
$179K 0.01%
1,419
+143
20 21
22
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