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
1251
$25K ﹤0.01%
5,338
1252
$25K ﹤0.01%
700
1253
$25K ﹤0.01%
722
+26
1254
$25K ﹤0.01%
336
+34
1255
$25K ﹤0.01%
549
1256
$25K ﹤0.01%
306
+227
1257
$25K ﹤0.01%
831
+301
1258
$25K ﹤0.01%
486
1259
$25K ﹤0.01%
230
+13
1260
$25K ﹤0.01%
655
+242
1261
$25K ﹤0.01%
+2,169
1262
$25K ﹤0.01%
471
+5
1263
$24K ﹤0.01%
328
+99
1264
$24K ﹤0.01%
+3,747
1265
$24K ﹤0.01%
165
-33
1266
$24K ﹤0.01%
1,940
+1,856
1267
$24K ﹤0.01%
+505
1268
$24K ﹤0.01%
740
-79
1269
$24K ﹤0.01%
378
+13
1270
$24K ﹤0.01%
162
+18
1271
$24K ﹤0.01%
244
-136
1272
$24K ﹤0.01%
206
1273
$24K ﹤0.01%
441
+180
1274
$24K ﹤0.01%
218
+100
1275
$24K ﹤0.01%
+400
49 50
51
52 53