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
1076
$44K ﹤0.01%
544
+383
1077
$44K ﹤0.01%
342
1078
$44K ﹤0.01%
+1,432
1079
$43K ﹤0.01%
1,110
1080
$43K ﹤0.01%
520
+44
1081
$43K ﹤0.01%
2,961
1082
$43K ﹤0.01%
1,033
1083
$43K ﹤0.01%
1,824
-1
1084
$42K ﹤0.01%
672
1085
$42K ﹤0.01%
6,312
+5,791
1086
$42K ﹤0.01%
381
+9
1087
$42K ﹤0.01%
3,592
+680
1088
$42K ﹤0.01%
856
-4
1089
$42K ﹤0.01%
3,209
+518
1090
$42K ﹤0.01%
157
-25
1091
$42K ﹤0.01%
969
+315
1092
$42K ﹤0.01%
2,142
+142
1093
$42K ﹤0.01%
1,883
-61
1094
$42K ﹤0.01%
171
1095
$42K ﹤0.01%
830
+8
1096
$41K ﹤0.01%
1,035
1097
$41K ﹤0.01%
1,125
1098
$41K ﹤0.01%
591
-38
1099
$41K ﹤0.01%
10,894
-1,384
1100
$41K ﹤0.01%
444
42 43
44
45 46