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
976
$51K ﹤0.01%
1,697
+666
977
$50K ﹤0.01%
974
978
$50K ﹤0.01%
981
+3
979
$50K ﹤0.01%
820
980
$50K ﹤0.01%
814
981
$50K ﹤0.01%
+834
982
$50K ﹤0.01%
866
+29
983
$50K ﹤0.01%
1,901
-73
984
$50K ﹤0.01%
1,035
985
$49K ﹤0.01%
301
+45
986
$49K ﹤0.01%
820
987
$49K ﹤0.01%
3,480
988
$49K ﹤0.01%
1,658
+189
989
$49K ﹤0.01%
26,588
-16,872
990
$49K ﹤0.01%
+732
991
$49K ﹤0.01%
4,500
-4,830
992
$49K ﹤0.01%
649
993
$49K ﹤0.01%
759
+185
994
$49K ﹤0.01%
1,364
+314
995
$49K ﹤0.01%
554
+53
996
$48K ﹤0.01%
1,141
+81
997
$48K ﹤0.01%
662
+327
998
$48K ﹤0.01%
12,278
+6,957
999
$48K ﹤0.01%
1,829
-32
1000
$48K ﹤0.01%
351
-1,329
38 39
40
41 42