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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
1426
$17K ﹤0.01%
271
+41
1427
$17K ﹤0.01%
285
+71
1428
$17K ﹤0.01%
110
1429
$17K ﹤0.01%
2,617
+6
1430
$17K ﹤0.01%
1,465
-1,282
1431
$17K ﹤0.01%
369
+38
1432
$17K ﹤0.01%
987
+753
1433
$17K ﹤0.01%
436
+373
1434
$17K ﹤0.01%
+2,632
1435
$17K ﹤0.01%
309
-85
1436
$17K ﹤0.01%
32
-9
1437
$17K ﹤0.01%
500
1438
$16K ﹤0.01%
+342
1439
$16K ﹤0.01%
68
+3
1440
$16K ﹤0.01%
743
1441
$16K ﹤0.01%
285
1442
$16K ﹤0.01%
1,392
+480
1443
$16K ﹤0.01%
298
-98
1444
$16K ﹤0.01%
603
+202
1445
$16K ﹤0.01%
237
+137
1446
$16K ﹤0.01%
1,613
+409
1447
$16K ﹤0.01%
195
+87
1448
$16K ﹤0.01%
404
+258
1449
$16K ﹤0.01%
+3,000
1450
$16K ﹤0.01%
859