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
1626
$11K ﹤0.01%
+126
1627
$11K ﹤0.01%
220
1628
$11K ﹤0.01%
+250
1629
$11K ﹤0.01%
+645
1630
$11K ﹤0.01%
+294
1631
$11K ﹤0.01%
888
-90
1632
$11K ﹤0.01%
340
+47
1633
$11K ﹤0.01%
40
+14
1634
$11K ﹤0.01%
224
+177
1635
$11K ﹤0.01%
180
1636
$11K ﹤0.01%
+1,568
1637
$11K ﹤0.01%
231
-48
1638
$11K ﹤0.01%
250
1639
$11K ﹤0.01%
310
-166
1640
$11K ﹤0.01%
107
+76
1641
$11K ﹤0.01%
310
1642
$11K ﹤0.01%
213
-94
1643
$11K ﹤0.01%
726
-48
1644
$11K ﹤0.01%
209
1645
$11K ﹤0.01%
450
1646
$11K ﹤0.01%
2,287
-635
1647
$11K ﹤0.01%
233
+207
1648
$11K ﹤0.01%
1,842
-474
1649
$11K ﹤0.01%
9,128
-192
1650
$11K ﹤0.01%
541
64 65
66
67 68