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
1226
$26K ﹤0.01%
1,550
1227
$26K ﹤0.01%
2,691
+3
1228
$26K ﹤0.01%
87
1229
$26K ﹤0.01%
573
+24
1230
$26K ﹤0.01%
1,641
-962
1231
$26K ﹤0.01%
361
+156
1232
$26K ﹤0.01%
5,224
+1,942
1233
$26K ﹤0.01%
691
+104
1234
$26K ﹤0.01%
670
-96
1235
$26K ﹤0.01%
462
-114
1236
$26K ﹤0.01%
1,509
+1,108
1237
$26K ﹤0.01%
616
-72
1238
$26K ﹤0.01%
171
1239
$26K ﹤0.01%
2,314
1240
$25K ﹤0.01%
1,518
+1
1241
$25K ﹤0.01%
522
+381
1242
$25K ﹤0.01%
160
+42
1243
$25K ﹤0.01%
+1,000
1244
$25K ﹤0.01%
374
+21
1245
$25K ﹤0.01%
1,298
-215
1246
$25K ﹤0.01%
+1,019
1247
$25K ﹤0.01%
619
+553
1248
$25K ﹤0.01%
654
1249
$25K ﹤0.01%
17,836
+9,676
1250
$25K ﹤0.01%
821
48 49
50
51 52