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
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$13.4M
3
+$10.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.4M
5
UBER icon
Uber
UBER
+$4.65M

Top Sells

1
+$6.7M
2
+$4.58M
3
+$4.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.92M
5
MBB icon
iShares MBS ETF
MBB
+$1.14M

Sector Composition

1 Technology 11.88%
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
851
$84K 0.01%
5,109
-616
852
$83K 0.01%
596
-172
853
$83K 0.01%
1,218
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854
$83K 0.01%
401
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855
$83K 0.01%
498
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856
$82K 0.01%
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857
$82K 0.01%
739
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$82K 0.01%
3,388
-8,355
859
$82K 0.01%
930
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860
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559
861
$81K 0.01%
2,002
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$81K 0.01%
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863
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4,358
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865
$81K 0.01%
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866
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870
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1,134
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$80K 0.01%
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872
$79K 0.01%
1,147
-190
873
$79K 0.01%
2,081
874
$79K 0.01%
3,364
+111
875
$79K 0.01%
3,697
+3,347
33 34
35
36 37