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 11.88%
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
1451
$18K ﹤0.01%
192
-6
1452
$18K ﹤0.01%
3,748
-1,026
1453
$18K ﹤0.01%
831
1454
$18K ﹤0.01%
249
1455
$18K ﹤0.01%
484
1456
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233
1457
$18K ﹤0.01%
400
1458
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442
+127
1459
$18K ﹤0.01%
1,218
1460
$18K ﹤0.01%
+198
1461
$18K ﹤0.01%
822
-38
1462
$18K ﹤0.01%
227
+18
1463
$18K ﹤0.01%
275
-272
1464
$18K ﹤0.01%
325
1465
$18K ﹤0.01%
399
1466
$18K ﹤0.01%
128
1467
$18K ﹤0.01%
220
1468
$18K ﹤0.01%
887
1469
$17K ﹤0.01%
415
1470
$17K ﹤0.01%
781
-896
1471
$17K ﹤0.01%
1,834
1472
$17K ﹤0.01%
1,000
1473
$17K ﹤0.01%
159
1474
$17K ﹤0.01%
636
1475
$17K ﹤0.01%
260
+21
57 58
59
60 61