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
1526
$14K ﹤0.01%
450
1527
$14K ﹤0.01%
391
-145
1528
$14K ﹤0.01%
831
+259
1529
$14K ﹤0.01%
414
-93
1530
$14K ﹤0.01%
+277
1531
$14K ﹤0.01%
+1,573
1532
$14K ﹤0.01%
498
1533
$14K ﹤0.01%
+389
1534
$14K ﹤0.01%
299
1535
$14K ﹤0.01%
17
1536
$14K ﹤0.01%
111
+16
1537
$14K ﹤0.01%
200
1538
$14K ﹤0.01%
301
-163
1539
$13K ﹤0.01%
+280
1540
$13K ﹤0.01%
112
+6
1541
$13K ﹤0.01%
1,287
+1,001
1542
$13K ﹤0.01%
402
1543
$13K ﹤0.01%
1,440
1544
$13K ﹤0.01%
1,122
+545
1545
$13K ﹤0.01%
256
-114
1546
$13K ﹤0.01%
208
+41
1547
$13K ﹤0.01%
396
+152
1548
$13K ﹤0.01%
346
1549
$13K ﹤0.01%
55
1550
$13K ﹤0.01%
257
+100
60 61
62
63 64