PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
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%
266
1702
$9K ﹤0.01%
259
1703
$9K ﹤0.01%
233
1704
$9K ﹤0.01%
2,903
-130
1705
$9K ﹤0.01%
+978
1706
$9K ﹤0.01%
162
1707
$9K ﹤0.01%
89
1708
$9K ﹤0.01%
300
1709
$9K ﹤0.01%
64
-25
1710
$9K ﹤0.01%
73
1711
$9K ﹤0.01%
606
-413
1712
$9K ﹤0.01%
149
1713
$9K ﹤0.01%
2,182
-559
1714
$9K ﹤0.01%
173
1715
$9K ﹤0.01%
60
1716
$9K ﹤0.01%
132
1717
$9K ﹤0.01%
491
1718
$9K ﹤0.01%
131
1719
$9K ﹤0.01%
352
1720
$9K ﹤0.01%
520
+188
1721
$9K ﹤0.01%
+201
1722
$9K ﹤0.01%
1,600
1723
$9K ﹤0.01%
110
1724
$9K ﹤0.01%
189
+83
1725
$9K ﹤0.01%
341
67 68
69
70 71