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
1376
$19K ﹤0.01%
503
+471
1377
$19K ﹤0.01%
147
+14
1378
$19K ﹤0.01%
+601
1379
$19K ﹤0.01%
250
1380
$19K ﹤0.01%
221
-131
1381
$19K ﹤0.01%
994
+522
1382
$19K ﹤0.01%
948
+734
1383
$19K ﹤0.01%
198
+15
1384
$19K ﹤0.01%
1,560
+1,064
1385
$18K ﹤0.01%
1,187
+399
1386
$18K ﹤0.01%
573
+38
1387
$18K ﹤0.01%
187
1388
$18K ﹤0.01%
10,521
+6,803
1389
$18K ﹤0.01%
400
1390
$18K ﹤0.01%
255
-88
1391
$18K ﹤0.01%
345
-206
1392
$18K ﹤0.01%
2,251
-2
1393
$18K ﹤0.01%
172
1394
$18K ﹤0.01%
386
1395
$18K ﹤0.01%
140
+65
1396
$18K ﹤0.01%
2,693
-1,095
1397
$18K ﹤0.01%
157
+6
1398
$18K ﹤0.01%
646
1399
$18K ﹤0.01%
3,529
+1,498
1400
$18K ﹤0.01%
477
54 55
56
57 58