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
1526
$16K ﹤0.01%
355
-61
1527
$16K ﹤0.01%
890
-110
1528
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470
1529
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429
1530
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555
+124
1531
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572
+492
1532
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484
+19
1533
$15K ﹤0.01%
133
-7
1534
$15K ﹤0.01%
105
1535
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+500
1536
$15K ﹤0.01%
416
1537
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576
-38
1538
$15K ﹤0.01%
1,365
-368
1539
$15K ﹤0.01%
205
-113
1540
$15K ﹤0.01%
477
1541
$15K ﹤0.01%
545
-58
1542
$15K ﹤0.01%
1,360
+1,230
1543
$15K ﹤0.01%
303
1544
$15K ﹤0.01%
195
1545
$15K ﹤0.01%
521
+224
1546
$15K ﹤0.01%
154
1547
$15K ﹤0.01%
133
-14
1548
$15K ﹤0.01%
1,500
1549
$15K ﹤0.01%
239
1550
$15K ﹤0.01%
605
60 61
62
63 64