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
926
$68K 0.01%
3,385
+833
927
$68K 0.01%
485
+23
928
$68K 0.01%
1,078
+32
929
$68K 0.01%
1,057
+40
930
$68K 0.01%
235
+13
931
$67K 0.01%
9,840
932
$67K 0.01%
2,240
933
$67K 0.01%
1,322
-4,718
934
$67K 0.01%
932
+34
935
$67K 0.01%
1,288
+122
936
$67K 0.01%
2,633
937
$67K 0.01%
2,632
938
$66K 0.01%
3,139
-1,271
939
$66K 0.01%
178
940
$66K 0.01%
1,119
941
$66K 0.01%
1,844
942
$66K 0.01%
1,070
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943
$66K 0.01%
1,456
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944
$66K 0.01%
2,202
-311
945
$65K ﹤0.01%
3,970
946
$65K ﹤0.01%
697
+40
947
$65K ﹤0.01%
447
948
$65K ﹤0.01%
1,145
949
$64K ﹤0.01%
461
+28
950
$64K ﹤0.01%
1,896
+14
36 37
38
39 40