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 11.89%
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
1401
$20K ﹤0.01%
167
+20
1402
$20K ﹤0.01%
477
1403
$20K ﹤0.01%
927
1404
$20K ﹤0.01%
527
+55
1405
$20K ﹤0.01%
937
-119
1406
$20K ﹤0.01%
1,278
1407
$20K ﹤0.01%
835
1408
$20K ﹤0.01%
8,267
+454
1409
$20K ﹤0.01%
+2,500
1410
$20K ﹤0.01%
1,783
1411
$19K ﹤0.01%
769
+435
1412
$19K ﹤0.01%
850
-62
1413
$19K ﹤0.01%
309
-69
1414
$19K ﹤0.01%
247
1415
$19K ﹤0.01%
401
-2,135
1416
$19K ﹤0.01%
1,446
+1,093
1417
$19K ﹤0.01%
149
+3
1418
$19K ﹤0.01%
249
+12
1419
$19K ﹤0.01%
1,658
+45
1420
$19K ﹤0.01%
172
1421
$19K ﹤0.01%
1,465
1422
$19K ﹤0.01%
483
+87
1423
$19K ﹤0.01%
1,200
1424
$19K ﹤0.01%
381
-264
1425
$19K ﹤0.01%
450
55 56
57
58 59