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
1651
$10K ﹤0.01%
200
-16
1652
$10K ﹤0.01%
120
+58
1653
$10K ﹤0.01%
86
1654
$10K ﹤0.01%
351
1655
$10K ﹤0.01%
297
+246
1656
$10K ﹤0.01%
514
+461
1657
$10K ﹤0.01%
+324
1658
$10K ﹤0.01%
136
-11,359
1659
$10K ﹤0.01%
413
+350
1660
$10K ﹤0.01%
914
+748
1661
$10K ﹤0.01%
96
+80
1662
$10K ﹤0.01%
651
1663
$10K ﹤0.01%
66
-42
1664
$10K ﹤0.01%
200
1665
$10K ﹤0.01%
+196
1666
$10K ﹤0.01%
94
1667
$10K ﹤0.01%
165
1668
$10K ﹤0.01%
140
1669
$10K ﹤0.01%
357
+4
1670
$10K ﹤0.01%
285
+188
1671
$10K ﹤0.01%
185
-131
1672
$10K ﹤0.01%
126
+80
1673
$10K ﹤0.01%
238
1674
$10K ﹤0.01%
165
+72
1675
$10K ﹤0.01%
1,304
+1,248
65 66
67
68 69