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
1176
$33K ﹤0.01%
1,000
1177
$33K ﹤0.01%
3,427
+899
1178
$33K ﹤0.01%
571
+70
1179
$33K ﹤0.01%
87
1180
$33K ﹤0.01%
766
1181
$33K ﹤0.01%
760
1182
$33K ﹤0.01%
762
1183
$33K ﹤0.01%
1,258
+17
1184
$33K ﹤0.01%
378
-122
1185
$33K ﹤0.01%
528
+2
1186
$33K ﹤0.01%
8,285
-4,954
1187
$33K ﹤0.01%
96
+37
1188
$33K ﹤0.01%
1,621
-1,377
1189
$33K ﹤0.01%
17,384
-9,204
1190
$33K ﹤0.01%
419
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1191
$33K ﹤0.01%
895
1192
$32K ﹤0.01%
374
1193
$32K ﹤0.01%
3,442
1194
$32K ﹤0.01%
210
+98
1195
$32K ﹤0.01%
451
-50
1196
$32K ﹤0.01%
672
+4
1197
$32K ﹤0.01%
894
-108
1198
$32K ﹤0.01%
691
1199
$32K ﹤0.01%
432
+2
1200
$32K ﹤0.01%
368
+62
46 47
48
49 50