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
851
$69K 0.01%
1,545
+718
852
$69K 0.01%
1,018
-26
853
$68K 0.01%
664
+65
854
$68K 0.01%
3,491
855
$68K 0.01%
4,773
+2,835
856
$68K 0.01%
1,161
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857
$68K 0.01%
3,490
-273
858
$68K 0.01%
6,400
859
$68K 0.01%
407
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860
$68K 0.01%
440
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861
$68K 0.01%
9,040
+2,650
862
$68K 0.01%
3,989
+1,796
863
$67K 0.01%
3,844
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864
$67K 0.01%
2,633
865
$67K 0.01%
445
866
$67K 0.01%
2,632
867
$66K 0.01%
1,606
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$66K 0.01%
2,234
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869
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223
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870
$66K 0.01%
1,024
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871
$66K 0.01%
2,513
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872
$66K 0.01%
1,055
-7,788
873
$66K 0.01%
5,368
+2,109
874
$65K 0.01%
462
+82
875
$65K 0.01%
3,253
33 34
35
36 37