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
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.7M
4
LYFT icon
Lyft
LYFT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.18M

Top Sells

1
+$2.83M
2
+$2.54M
3
+$2.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.12M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.39M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$20K ﹤0.01%
637
1352
$20K ﹤0.01%
700
1353
$20K ﹤0.01%
1,063
1354
$20K ﹤0.01%
1,631
+417
1355
$20K ﹤0.01%
4,000
-11,000
1356
$19K ﹤0.01%
+1,008
1357
$19K ﹤0.01%
1,244
+1,176
1358
$19K ﹤0.01%
341
+241
1359
$19K ﹤0.01%
59
+13
1360
$19K ﹤0.01%
483
+25
1361
$19K ﹤0.01%
790
1362
$19K ﹤0.01%
860
+279
1363
$19K ﹤0.01%
2,528
+242
1364
$19K ﹤0.01%
1,332
+1,111
1365
$19K ﹤0.01%
2,250
-120
1366
$19K ﹤0.01%
1,783
+284
1367
$19K ﹤0.01%
739
-73
1368
$19K ﹤0.01%
416
+59
1369
$19K ﹤0.01%
1,184
-10
1370
$19K ﹤0.01%
145
+13
1371
$19K ﹤0.01%
247
1372
$19K ﹤0.01%
2,528
-5,980
1373
$19K ﹤0.01%
596
-144
1374
$19K ﹤0.01%
252
-1
1375
$19K ﹤0.01%
163
+85
53 54
55
56 57