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
1676
$10K ﹤0.01%
146
1677
$10K ﹤0.01%
472
+329
1678
$10K ﹤0.01%
+115
1679
$10K ﹤0.01%
884
+1
1680
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181
-53
1681
$10K ﹤0.01%
260
+183
1682
$10K ﹤0.01%
+137
1683
$10K ﹤0.01%
260
-1
1684
$10K ﹤0.01%
821
1685
$10K ﹤0.01%
+245
1686
$10K ﹤0.01%
582
+566
1687
$10K ﹤0.01%
123
+23
1688
$10K ﹤0.01%
684
+464
1689
$10K ﹤0.01%
902
1690
$10K ﹤0.01%
113
+34
1691
$9K ﹤0.01%
259
1692
$9K ﹤0.01%
233
1693
$9K ﹤0.01%
2,903
-130
1694
$9K ﹤0.01%
+978
1695
$9K ﹤0.01%
162
1696
$9K ﹤0.01%
89
1697
$9K ﹤0.01%
300
1698
$9K ﹤0.01%
64
-25
1699
$9K ﹤0.01%
73
1700
$9K ﹤0.01%
606
-413
66 67
68
69 70