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
1051
$47K ﹤0.01%
1,129
+323
1052
$46K ﹤0.01%
2,552
+240
1053
$46K ﹤0.01%
2,309
-77
1054
$46K ﹤0.01%
433
-541
1055
$46K ﹤0.01%
1,446
1056
$46K ﹤0.01%
589
+65
1057
$46K ﹤0.01%
2,719
-663
1058
$46K ﹤0.01%
643
-6
1059
$45K ﹤0.01%
497
-168
1060
$45K ﹤0.01%
1,121
+5
1061
$45K ﹤0.01%
1,478
+93
1062
$45K ﹤0.01%
2,036
+536
1063
$45K ﹤0.01%
364
-15
1064
$45K ﹤0.01%
3,149
1065
$44K ﹤0.01%
834
+279
1066
$44K ﹤0.01%
210
+14
1067
$44K ﹤0.01%
802
-701
1068
$44K ﹤0.01%
856
1069
$44K ﹤0.01%
882
+25
1070
$44K ﹤0.01%
886
-240
1071
$44K ﹤0.01%
1,538
+123
1072
$44K ﹤0.01%
1,500
-135
1073
$44K ﹤0.01%
1,743
+1,055
1074
$44K ﹤0.01%
526
1075
$44K ﹤0.01%
751
-103
41 42
43
44 45