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
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$13.4M
3
+$10.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.4M
5
UBER icon
Uber
UBER
+$4.65M

Top Sells

1
+$6.7M
2
+$4.58M
3
+$4.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.92M
5
MBB icon
iShares MBS ETF
MBB
+$1.14M

Sector Composition

1 Technology 11.88%
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
1251
$28K ﹤0.01%
277
1252
$28K ﹤0.01%
2,349
1253
$28K ﹤0.01%
2,119
-373
1254
$28K ﹤0.01%
170
1255
$28K ﹤0.01%
171
1256
$28K ﹤0.01%
1,115
-470
1257
$27K ﹤0.01%
3,747
1258
$27K ﹤0.01%
252
+89
1259
$27K ﹤0.01%
2,826
+133
1260
$27K ﹤0.01%
883
+198
1261
$27K ﹤0.01%
766
+335
1262
$27K ﹤0.01%
458
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1263
$27K ﹤0.01%
+782
1264
$27K ﹤0.01%
691
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1265
$27K ﹤0.01%
159
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1266
$27K ﹤0.01%
1,926
-243
1267
$27K ﹤0.01%
386
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1268
$27K ﹤0.01%
199
1269
$26K ﹤0.01%
537
+257
1270
$26K ﹤0.01%
509
-53
1271
$26K ﹤0.01%
165
1272
$26K ﹤0.01%
159
-48
1273
$26K ﹤0.01%
1,019
1274
$26K ﹤0.01%
6,621
+1,868
1275
$26K ﹤0.01%
17,396
-440
49 50
51
52 53