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
1476
$17K ﹤0.01%
898
+2
1477
$17K ﹤0.01%
1,180
-4
1478
$17K ﹤0.01%
145
+33
1479
$17K ﹤0.01%
743
1480
$17K ﹤0.01%
415
1481
$17K ﹤0.01%
781
-896
1482
$17K ﹤0.01%
1,834
1483
$17K ﹤0.01%
1,000
1484
$17K ﹤0.01%
460
+354
1485
$17K ﹤0.01%
845
+187
1486
$17K ﹤0.01%
140
+44
1487
$17K ﹤0.01%
151
-6
1488
$17K ﹤0.01%
373
+123
1489
$17K ﹤0.01%
507
+300
1490
$17K ﹤0.01%
159
1491
$17K ﹤0.01%
636
1492
$17K ﹤0.01%
267
-158
1493
$17K ﹤0.01%
175
-80
1494
$17K ﹤0.01%
391
1495
$17K ﹤0.01%
280
+133
1496
$17K ﹤0.01%
+541
1497
$17K ﹤0.01%
683
+331
1498
$17K ﹤0.01%
650
+390
1499
$16K ﹤0.01%
368
1500
$16K ﹤0.01%
271
58 59
60
61 62