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 11.88%
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
1301
$25K ﹤0.01%
551
+250
1302
$24K ﹤0.01%
4,095
+53
1303
$24K ﹤0.01%
934
1304
$24K ﹤0.01%
510
-109
1305
$24K ﹤0.01%
1,167
+308
1306
$24K ﹤0.01%
740
1307
$24K ﹤0.01%
965
+1
1308
$24K ﹤0.01%
273
+81
1309
$24K ﹤0.01%
179
1310
$24K ﹤0.01%
1,001
+7
1311
$24K ﹤0.01%
493
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1312
$24K ﹤0.01%
145
1313
$24K ﹤0.01%
422
1314
$24K ﹤0.01%
503
-222
1315
$24K ﹤0.01%
156
-6
1316
$24K ﹤0.01%
909
1317
$24K ﹤0.01%
722
1318
$24K ﹤0.01%
1,699
+851
1319
$24K ﹤0.01%
342
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1320
$24K ﹤0.01%
1,560
1321
$24K ﹤0.01%
377
+59
1322
$24K ﹤0.01%
381
+19
1323
$24K ﹤0.01%
400
1324
$24K ﹤0.01%
350
1325
$24K ﹤0.01%
656
+1
51 52
53
54 55