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
601
$137K 0.01%
4,313
+1,499
602
$137K 0.01%
3,655
+413
603
$137K 0.01%
2,295
+1,783
604
$136K 0.01%
10,923
+3,612
605
$135K 0.01%
1,139
+8
606
$135K 0.01%
1,848
607
$135K 0.01%
862
-879
608
$134K 0.01%
2,506
-112
609
$134K 0.01%
3,506
-2,798
610
$134K 0.01%
3,392
-202
611
$134K 0.01%
8,914
612
$134K 0.01%
3,820
+60
613
$133K 0.01%
2,698
-237
614
$133K 0.01%
16,307
615
$133K 0.01%
492
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616
$133K 0.01%
2,642
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617
$132K 0.01%
4,309
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618
$131K 0.01%
889
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619
$131K 0.01%
1,276
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620
$131K 0.01%
841
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621
$131K 0.01%
2,253
+363
622
$130K 0.01%
1,152
+460
623
$130K 0.01%
4,616
+394
624
$130K 0.01%
4,137
-1,810
625
$130K 0.01%
3,821
-1,655
23 24
25
26 27