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
1676
$11K ﹤0.01%
211
+38
1677
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204
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376
+11
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270
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642
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62
+2
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533
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580
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165
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402
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1686
$11K ﹤0.01%
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157
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186
+6
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115
1690
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+167
1691
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238
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250
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310
1694
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380
+39
1695
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310
1696
$11K ﹤0.01%
450
1697
$11K ﹤0.01%
257
-3
1698
$11K ﹤0.01%
854
+584
1699
$11K ﹤0.01%
95
1700
$11K ﹤0.01%
544
+192