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
951
$64K ﹤0.01%
460
-400
952
$64K ﹤0.01%
9,361
-2,452
953
$64K ﹤0.01%
422
+103
954
$63K ﹤0.01%
1,134
+6
955
$63K ﹤0.01%
3,491
956
$63K ﹤0.01%
352
+27
957
$62K ﹤0.01%
43
958
$62K ﹤0.01%
1,174
+137
959
$62K ﹤0.01%
3,766
+182
960
$62K ﹤0.01%
590
-33
961
$62K ﹤0.01%
2,033
+124
962
$62K ﹤0.01%
4,792
+941
963
$61K ﹤0.01%
1,424
+283
964
$61K ﹤0.01%
923
+309
965
$61K ﹤0.01%
2,332
966
$60K ﹤0.01%
159
+109
967
$60K ﹤0.01%
1,789
+131
968
$60K ﹤0.01%
1,286
969
$60K ﹤0.01%
1,147
+23
970
$60K ﹤0.01%
8,932
+68
971
$60K ﹤0.01%
1,710
972
$59K ﹤0.01%
1,558
973
$59K ﹤0.01%
3,550
+2,000
974
$59K ﹤0.01%
1,020
+13
975
$59K ﹤0.01%
674
+360
37 38
39
40 41