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
1251
$28K ﹤0.01%
5,974
+636
1252
$28K ﹤0.01%
277
1253
$28K ﹤0.01%
2,349
1254
$28K ﹤0.01%
2,119
-373
1255
$28K ﹤0.01%
170
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
+36
1263
$27K ﹤0.01%
+782
1264
$27K ﹤0.01%
685
+348
1265
$27K ﹤0.01%
159
+9
1266
$27K ﹤0.01%
1,926
-243
1267
$27K ﹤0.01%
386
+93
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