PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14M
3
+$11.3M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.3M
5
UBER icon
Uber
UBER
+$4.66M

Top Sells

1
+$6.7M
2
+$4.74M
3
+$4.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.04M
5
MBB icon
iShares MBS ETF
MBB
+$1.14M

Sector Composition

1 Technology 11.89%
2 Financials 5.94%
3 Healthcare 5.53%
4 Communication Services 4.12%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$88K 0.01%
1,316
827
$88K 0.01%
869
828
$87K 0.01%
1,400
829
$87K 0.01%
943
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830
$87K 0.01%
4,698
+1,476
831
$87K 0.01%
1,701
-663
832
$87K 0.01%
568
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833
$87K 0.01%
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834
$86K 0.01%
3,934
+1,315
835
$86K 0.01%
134
-11
836
$86K 0.01%
469
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837
$86K 0.01%
6,400
838
$86K 0.01%
3,443
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839
$86K 0.01%
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840
$86K 0.01%
8,615
841
$85K 0.01%
1,272
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842
$85K 0.01%
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843
$85K 0.01%
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844
$85K 0.01%
981
845
$85K 0.01%
20
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846
$85K 0.01%
7,235
847
$85K 0.01%
3,070
+1,077
848
$85K 0.01%
3,347
849
$84K 0.01%
18,093
+870
850
$84K 0.01%
+1,294
32 33
34
35 36