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
1276
$26K ﹤0.01%
+250
1277
$26K ﹤0.01%
700
1278
$26K ﹤0.01%
706
+67
1279
$26K ﹤0.01%
668
-2
1280
$26K ﹤0.01%
529
1281
$26K ﹤0.01%
1,105
+92
1282
$26K ﹤0.01%
551
+271
1283
$26K ﹤0.01%
720
+239
1284
$25K ﹤0.01%
524
1285
$25K ﹤0.01%
807
+234
1286
$25K ﹤0.01%
725
1287
$25K ﹤0.01%
446
1288
$25K ﹤0.01%
298
1289
$25K ﹤0.01%
494
+118
1290
$25K ﹤0.01%
1,050
1291
$25K ﹤0.01%
520
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1292
$25K ﹤0.01%
1,385
1293
$25K ﹤0.01%
631
+377
1294
$25K ﹤0.01%
560
+174
1295
$25K ﹤0.01%
505
1296
$25K ﹤0.01%
316
-45
1297
$25K ﹤0.01%
218
1298
$25K ﹤0.01%
290
-29
1299
$25K ﹤0.01%
1,103
1300
$25K ﹤0.01%
770
50 51
52
53 54