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
1151
$32K ﹤0.01%
1,241
+160
1152
$32K ﹤0.01%
394
+76
1153
$32K ﹤0.01%
2,000
-1,200
1154
$32K ﹤0.01%
2,435
+500
1155
$32K ﹤0.01%
4,625
-2,645
1156
$32K ﹤0.01%
3,851
+2,896
1157
$31K ﹤0.01%
806
+327
1158
$31K ﹤0.01%
+2,125
1159
$31K ﹤0.01%
562
+159
1160
$31K ﹤0.01%
766
1161
$31K ﹤0.01%
2,155
+1,822
1162
$31K ﹤0.01%
280
-35
1163
$31K ﹤0.01%
271
+11
1164
$31K ﹤0.01%
381
1165
$31K ﹤0.01%
1,656
+323
1166
$31K ﹤0.01%
1,238
+871
1167
$31K ﹤0.01%
295
+24
1168
$31K ﹤0.01%
1,200
1169
$31K ﹤0.01%
+451
1170
$31K ﹤0.01%
343
+100
1171
$30K ﹤0.01%
2,912
+1,886
1172
$30K ﹤0.01%
760
1173
$30K ﹤0.01%
551
+150
1174
$30K ﹤0.01%
810
1175
$30K ﹤0.01%
886
+82
45 46
47
48 49