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
1201
$28K ﹤0.01%
900
+500
1202
$28K ﹤0.01%
314
+11
1203
$28K ﹤0.01%
668
1204
$28K ﹤0.01%
224
+34
1205
$28K ﹤0.01%
+277
1206
$28K ﹤0.01%
526
+26
1207
$28K ﹤0.01%
379
1208
$28K ﹤0.01%
220
1209
$28K ﹤0.01%
4,638
-1,448
1210
$28K ﹤0.01%
3,149
+971
1211
$27K ﹤0.01%
524
-76
1212
$27K ﹤0.01%
207
+23
1213
$27K ﹤0.01%
458
+71
1214
$27K ﹤0.01%
+2,634
1215
$27K ﹤0.01%
712
+430
1216
$27K ﹤0.01%
653
+371
1217
$27K ﹤0.01%
1,833
1218
$27K ﹤0.01%
120
1219
$27K ﹤0.01%
500
1220
$27K ﹤0.01%
555
+389
1221
$27K ﹤0.01%
199
+72
1222
$26K ﹤0.01%
1,043
+564
1223
$26K ﹤0.01%
1,009
-82
1224
$26K ﹤0.01%
789
1225
$26K ﹤0.01%
330
-33
47 48
49
50 51