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
1126
$38K ﹤0.01%
1,200
1127
$38K ﹤0.01%
8,000
1128
$38K ﹤0.01%
1,071
1129
$38K ﹤0.01%
901
+492
1130
$38K ﹤0.01%
553
1131
$38K ﹤0.01%
216
1132
$37K ﹤0.01%
1,449
-324
1133
$37K ﹤0.01%
4,778
-246
1134
$37K ﹤0.01%
+1,650
1135
$37K ﹤0.01%
913
-316
1136
$37K ﹤0.01%
1,070
+673
1137
$36K ﹤0.01%
1,066
+45
1138
$36K ﹤0.01%
632
1139
$36K ﹤0.01%
869
-113
1140
$36K ﹤0.01%
2,634
1141
$36K ﹤0.01%
616
+2
1142
$36K ﹤0.01%
381
+24
1143
$36K ﹤0.01%
739
-183
1144
$36K ﹤0.01%
1,813
1145
$35K ﹤0.01%
521
+287
1146
$35K ﹤0.01%
1,903
-1,200
1147
$35K ﹤0.01%
929
+14
1148
$35K ﹤0.01%
750
+600
1149
$35K ﹤0.01%
744
+32
1150
$35K ﹤0.01%
264
44 45
46
47 48