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
1551
$13K ﹤0.01%
178
-51
1552
$13K ﹤0.01%
171
-20
1553
$13K ﹤0.01%
+605
1554
$13K ﹤0.01%
2,225
+1,192
1555
$13K ﹤0.01%
315
+192
1556
$13K ﹤0.01%
245
+163
1557
$13K ﹤0.01%
392
1558
$13K ﹤0.01%
913
1559
$13K ﹤0.01%
331
1560
$13K ﹤0.01%
649
1561
$13K ﹤0.01%
627
1562
$13K ﹤0.01%
1,761
1563
$13K ﹤0.01%
397
+230
1564
$13K ﹤0.01%
271
-3,826
1565
$13K ﹤0.01%
2,500
+500
1566
$13K ﹤0.01%
300
1567
$13K ﹤0.01%
+548
1568
$13K ﹤0.01%
429
+220
1569
$13K ﹤0.01%
200
1570
$13K ﹤0.01%
288
+192
1571
$13K ﹤0.01%
+1,000
1572
$13K ﹤0.01%
312
1573
$13K ﹤0.01%
280
1574
$12K ﹤0.01%
+238
1575
$12K ﹤0.01%
+210
61 62
63
64 65