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
726
$94K 0.01%
578
-52
727
$94K 0.01%
829
-72
728
$93K 0.01%
8,925
+6,593
729
$93K 0.01%
25
+12
730
$93K 0.01%
+2,387
731
$93K 0.01%
3,321
+2,309
732
$93K 0.01%
797
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733
$92K 0.01%
2,527
+385
734
$92K 0.01%
1,512
-300
735
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1,950
+1,250
736
$91K 0.01%
1,054
+250
737
$91K 0.01%
1,227
-913
738
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1,375
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739
$91K 0.01%
192
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740
$91K 0.01%
3,038
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741
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599
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743
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3,769
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744
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997
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745
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790
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746
$90K 0.01%
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$90K 0.01%
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748
$90K 0.01%
1,234
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749
$90K 0.01%
4,614
-294
750
$89K 0.01%
5,040
-92
28 29
30
31 32