We are live on ! Find out more
PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
1401
$18K ﹤0.01%
157
+6
1402
$18K ﹤0.01%
2,693
-1,095
1403
$18K ﹤0.01%
140
+65
1404
$18K ﹤0.01%
386
1405
$18K ﹤0.01%
172
1406
$18K ﹤0.01%
2,251
-2
1407
$18K ﹤0.01%
345
-206
1408
$18K ﹤0.01%
255
-88
1409
$18K ﹤0.01%
400
1410
$18K ﹤0.01%
10,521
+6,803
1411
$18K ﹤0.01%
187
1412
$18K ﹤0.01%
573
+38
1413
$18K ﹤0.01%
1,187
+399
1414
$17K ﹤0.01%
325
1415
$17K ﹤0.01%
209
+80
1416
$17K ﹤0.01%
409
+214
1417
$17K ﹤0.01%
1,493
+201
1418
$17K ﹤0.01%
+233
1419
$17K ﹤0.01%
546
-232
1420
$17K ﹤0.01%
1,088
1421
$17K ﹤0.01%
+249
1422
$17K ﹤0.01%
1,116
1423
$17K ﹤0.01%
636
+1
1424
$17K ﹤0.01%
1,733
+559
1425
$17K ﹤0.01%
1,200
55 56
57
58 59