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
1401
$18K ﹤0.01%
318
-11
1402
$18K ﹤0.01%
4,774
+4,452
1403
$18K ﹤0.01%
400
1404
$18K ﹤0.01%
271
-69
1405
$18K ﹤0.01%
565
+88
1406
$18K ﹤0.01%
897
-99
1407
$18K ﹤0.01%
835
1408
$18K ﹤0.01%
457
1409
$18K ﹤0.01%
1,112
+665
1410
$18K ﹤0.01%
293
1411
$18K ﹤0.01%
128
1412
$18K ﹤0.01%
220
1413
$18K ﹤0.01%
870
+386
1414
$17K ﹤0.01%
500
1415
$17K ﹤0.01%
32
-9
1416
$17K ﹤0.01%
309
-85
1417
$17K ﹤0.01%
+2,632
1418
$17K ﹤0.01%
436
+373
1419
$17K ﹤0.01%
987
+753
1420
$17K ﹤0.01%
369
+38
1421
$17K ﹤0.01%
1,465
-1,282
1422
$17K ﹤0.01%
2,617
+6
1423
$17K ﹤0.01%
110
1424
$17K ﹤0.01%
285
+71
1425
$17K ﹤0.01%
271
+41
55 56
57
58 59