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
751
$89K 0.01%
601
+40
752
$88K 0.01%
758
753
$88K 0.01%
1,151
+22
754
$87K 0.01%
1,880
755
$87K 0.01%
450
-8
756
$86K 0.01%
2,320
+39
757
$86K 0.01%
1,834
+24
758
$86K 0.01%
1,337
+37
759
$86K 0.01%
4,000
760
$86K 0.01%
547
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761
$86K 0.01%
476
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762
$86K 0.01%
869
763
$85K 0.01%
5,645
+1,035
764
$85K 0.01%
5,436
-207
765
$85K 0.01%
2,325
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766
$85K 0.01%
3,507
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767
$85K 0.01%
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768
$85K 0.01%
884
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769
$85K 0.01%
3,347
770
$84K 0.01%
2,446
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771
$84K 0.01%
732
-22
772
$84K 0.01%
1,306
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773
$84K 0.01%
3,833
+1,057
774
$84K 0.01%
348
+66
775
$84K 0.01%
970
+45
29 30
31
32 33