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
1701
$11K ﹤0.01%
554
-316
1702
$11K ﹤0.01%
541
1703
$10K ﹤0.01%
224
1704
$10K ﹤0.01%
886
+2
1705
$10K ﹤0.01%
66
1706
$10K ﹤0.01%
200
1707
$10K ﹤0.01%
+791
1708
$10K ﹤0.01%
259
1709
$10K ﹤0.01%
473
-6
1710
$10K ﹤0.01%
83
+21
1711
$10K ﹤0.01%
313
1712
$10K ﹤0.01%
52
1713
$10K ﹤0.01%
162
1714
$10K ﹤0.01%
562
+231
1715
$10K ﹤0.01%
255
-1,579
1716
$10K ﹤0.01%
73
1717
$10K ﹤0.01%
38
+18
1718
$10K ﹤0.01%
2,178
-5,186
1719
$10K ﹤0.01%
391
-2
1720
$10K ﹤0.01%
70
+47
1721
$10K ﹤0.01%
506
+489
1722
$10K ﹤0.01%
93
+20
1723
$10K ﹤0.01%
204
1724
$10K ﹤0.01%
220
1725
$10K ﹤0.01%
+400
67 68
69
70 71