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
576
$162K 0.01%
2,232
-93
577
$161K 0.01%
7,540
-2,240
578
$161K 0.01%
3,575
579
$160K 0.01%
1,481
+73
580
$160K 0.01%
6,060
+221
581
$160K 0.01%
4,678
582
$160K 0.01%
3,478
+1,667
583
$160K 0.01%
40,000
584
$160K 0.01%
2,797
-37
585
$159K 0.01%
3,311
-223
586
$158K 0.01%
876
-2
587
$157K 0.01%
940
+51
588
$157K 0.01%
673
+553
589
$155K 0.01%
920
590
$155K 0.01%
5,609
-93
591
$155K 0.01%
9,395
592
$155K 0.01%
4,835
+919
593
$154K 0.01%
1,782
+22
594
$154K 0.01%
2,153
-88
595
$154K 0.01%
1,287
-138
596
$153K 0.01%
17,541
+6,365
597
$153K 0.01%
2,788
+288
598
$152K 0.01%
6,661
-4,404
599
$152K 0.01%
9,050
600
$152K 0.01%
1,945
+21
22 23
24
25 26