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
1701
$9K ﹤0.01%
149
1702
$9K ﹤0.01%
2,182
-559
1703
$9K ﹤0.01%
173
1704
$9K ﹤0.01%
60
1705
$9K ﹤0.01%
132
1706
$9K ﹤0.01%
491
1707
$9K ﹤0.01%
131
1708
$9K ﹤0.01%
91
+37
1709
$9K ﹤0.01%
106
1710
$9K ﹤0.01%
125
1711
$9K ﹤0.01%
+454
1712
$9K ﹤0.01%
531
1713
$9K ﹤0.01%
1,628
1714
$9K ﹤0.01%
580
+514
1715
$9K ﹤0.01%
260
+12
1716
$9K ﹤0.01%
235
1717
$9K ﹤0.01%
352
1718
$9K ﹤0.01%
520
+188
1719
$9K ﹤0.01%
1,600
1720
$9K ﹤0.01%
110
1721
$9K ﹤0.01%
189
+83
1722
$9K ﹤0.01%
156
1723
$9K ﹤0.01%
341
1724
$9K ﹤0.01%
310
+161
1725
$9K ﹤0.01%
+253