PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
1501
$15K ﹤0.01%
7,813
+6,918
1502
$15K ﹤0.01%
633
-138
1503
$15K ﹤0.01%
216
1504
$15K ﹤0.01%
+887
1505
$15K ﹤0.01%
1,735
-525
1506
$14K ﹤0.01%
368
+217
1507
$14K ﹤0.01%
+282
1508
$14K ﹤0.01%
+427
1509
$14K ﹤0.01%
477
+377
1510
$14K ﹤0.01%
124
+84
1511
$14K ﹤0.01%
303
1512
$14K ﹤0.01%
1,834
+705
1513
$14K ﹤0.01%
559
+418
1514
$14K ﹤0.01%
105
-12
1515
$14K ﹤0.01%
564
-103
1516
$14K ﹤0.01%
324
1517
$14K ﹤0.01%
431
+131
1518
$14K ﹤0.01%
513
+67
1519
$14K ﹤0.01%
351
1520
$14K ﹤0.01%
159
+31
1521
$14K ﹤0.01%
1,000
1522
$14K ﹤0.01%
614
-228
1523
$14K ﹤0.01%
147
+93
1524
$14K ﹤0.01%
239
1525
$14K ﹤0.01%
302
+275
59 60
61
62 63