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
826
$73K 0.01%
783
-685
827
$73K 0.01%
1,272
-134
828
$73K 0.01%
499
-100
829
$73K 0.01%
691
+654
830
$73K 0.01%
+3,089
831
$72K 0.01%
2,205
+1,105
832
$72K 0.01%
798
+27
833
$72K 0.01%
586
+388
834
$72K 0.01%
2,634
+650
835
$72K 0.01%
1,348
+338
836
$72K 0.01%
559
+23
837
$71K 0.01%
343
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838
$71K 0.01%
1,027
+123
839
$71K 0.01%
1,182
+366
840
$71K 0.01%
14
841
$71K 0.01%
537
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842
$70K 0.01%
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843
$70K 0.01%
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844
$70K 0.01%
168
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$70K 0.01%
135
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846
$70K 0.01%
269
847
$69K 0.01%
866
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848
$69K 0.01%
437
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849
$69K 0.01%
2,704
850
$69K 0.01%
2,755
+2,239
32 33
34
35 36