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
1326
$24K ﹤0.01%
+4,000
1327
$23K ﹤0.01%
478
-44
1328
$23K ﹤0.01%
1,002
-1,041
1329
$23K ﹤0.01%
596
1330
$23K ﹤0.01%
785
1331
$23K ﹤0.01%
3,557
+452
1332
$23K ﹤0.01%
230
1333
$23K ﹤0.01%
285
-96
1334
$23K ﹤0.01%
+378
1335
$23K ﹤0.01%
+326
1336
$23K ﹤0.01%
525
+6
1337
$23K ﹤0.01%
483
1338
$23K ﹤0.01%
1,417
-416
1339
$23K ﹤0.01%
611
+13
1340
$23K ﹤0.01%
897
1341
$23K ﹤0.01%
1,036
1342
$23K ﹤0.01%
902
1343
$22K ﹤0.01%
491
-162
1344
$22K ﹤0.01%
337
1345
$22K ﹤0.01%
500
1346
$22K ﹤0.01%
454
+1
1347
$22K ﹤0.01%
518
+133
1348
$22K ﹤0.01%
1,287
1349
$22K ﹤0.01%
359
1350
$22K ﹤0.01%
1,000
52 53
54
55 56