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
1551
$15K ﹤0.01%
328
1552
$15K ﹤0.01%
123
-97
1553
$15K ﹤0.01%
744
+224
1554
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334
+275
1555
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392
1556
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277
1557
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498
1558
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37
+29
1559
$15K ﹤0.01%
1,035
+309
1560
$15K ﹤0.01%
296
-3
1561
$15K ﹤0.01%
613
-1,390
1562
$15K ﹤0.01%
312
1563
$14K ﹤0.01%
170
-65
1564
$14K ﹤0.01%
300
1565
$14K ﹤0.01%
360
1566
$14K ﹤0.01%
33
1567
$14K ﹤0.01%
184
+35
1568
$14K ﹤0.01%
256
1569
$14K ﹤0.01%
714
-273
1570
$14K ﹤0.01%
1,316
+214
1571
$14K ﹤0.01%
379
+55
1572
$14K ﹤0.01%
+828
1573
$14K ﹤0.01%
382
+44
1574
$14K ﹤0.01%
200
-50
1575
$14K ﹤0.01%
224
-21
61 62
63
64 65