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
1426
$19K ﹤0.01%
341
1427
$19K ﹤0.01%
1,000
+568
1428
$19K ﹤0.01%
1,659
+320
1429
$19K ﹤0.01%
634
+1
1430
$19K ﹤0.01%
734
-5
1431
$19K ﹤0.01%
416
1432
$18K ﹤0.01%
2,622
+5
1433
$18K ﹤0.01%
386
1434
$18K ﹤0.01%
+890
1435
$18K ﹤0.01%
844
-199
1436
$18K ﹤0.01%
187
1437
$18K ﹤0.01%
309
1438
$18K ﹤0.01%
285
1439
$18K ﹤0.01%
1,278
-114
1440
$18K ﹤0.01%
439
+3
1441
$18K ﹤0.01%
+727
1442
$18K ﹤0.01%
2,079
-172
1443
$18K ﹤0.01%
357
-12
1444
$18K ﹤0.01%
721
+157
1445
$18K ﹤0.01%
501
-224
1446
$18K ﹤0.01%
3,254
1447
$18K ﹤0.01%
179
+53
1448
$18K ﹤0.01%
17,702
-3,466
1449
$18K ﹤0.01%
192
-6
1450
$18K ﹤0.01%
3,748
-1,026
56 57
58
59 60