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
701
$104K 0.01%
5,984
-3,141
702
$103K 0.01%
17,353
+1,628
703
$103K 0.01%
1,972
-88
704
$103K 0.01%
572
-100
705
$102K 0.01%
899
+58
706
$102K 0.01%
3,830
+3,530
707
$101K 0.01%
930
+91
708
$100K 0.01%
465
+163
709
$100K 0.01%
458
+17
710
$100K 0.01%
2,084
+946
711
$99K 0.01%
+4,042
712
$99K 0.01%
1,361
-739
713
$99K 0.01%
3,925
714
$99K 0.01%
2,203
+746
715
$99K 0.01%
1,682
+1,078
716
$98K 0.01%
4,429
-1,195
717
$98K 0.01%
1,548
718
$98K 0.01%
1,622
+63
719
$98K 0.01%
3,931
720
$97K 0.01%
2,605
721
$96K 0.01%
145
-23
722
$96K 0.01%
4,065
+840
723
$95K 0.01%
508
724
$95K 0.01%
5,985
-851
725
$94K 0.01%
1,070
-700
27 28
29
30 31