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 11.88%
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
1651
$12K ﹤0.01%
1,304
1652
$12K ﹤0.01%
214
-31
1653
$12K ﹤0.01%
370
+239
1654
$12K ﹤0.01%
200
-31
1655
$12K ﹤0.01%
181
1656
$12K ﹤0.01%
108
+1
1657
$12K ﹤0.01%
+233
1658
$12K ﹤0.01%
+236
1659
$11K ﹤0.01%
351
1660
$11K ﹤0.01%
204
1661
$11K ﹤0.01%
257
-3
1662
$11K ﹤0.01%
854
+584
1663
$11K ﹤0.01%
95
1664
$11K ﹤0.01%
544
+192
1665
$11K ﹤0.01%
554
-316
1666
$11K ﹤0.01%
541
1667
$11K ﹤0.01%
2,224
1668
$11K ﹤0.01%
44
-24
1669
$11K ﹤0.01%
109
+17
1670
$11K ﹤0.01%
838
+3
1671
$11K ﹤0.01%
100
+11
1672
$11K ﹤0.01%
83
+42
1673
$11K ﹤0.01%
+1,000
1674
$11K ﹤0.01%
133
-11
1675
$11K ﹤0.01%
568
+268
65 66
67
68 69