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
1726
$9K ﹤0.01%
84
1727
$9K ﹤0.01%
253
-171
1728
$9K ﹤0.01%
266
1729
$9K ﹤0.01%
+201
1730
$8K ﹤0.01%
105
+33
1731
$8K ﹤0.01%
23
1732
$8K ﹤0.01%
52
+48
1733
$8K ﹤0.01%
98
1734
$8K ﹤0.01%
234
-213
1735
$8K ﹤0.01%
92
+8
1736
$8K ﹤0.01%
183
1737
$8K ﹤0.01%
1,039
+494
1738
$8K ﹤0.01%
330
-78
1739
$8K ﹤0.01%
33
-247
1740
$8K ﹤0.01%
65
+11
1741
$8K ﹤0.01%
750
1742
$8K ﹤0.01%
287
-200
1743
$8K ﹤0.01%
334
+25
1744
$8K ﹤0.01%
662
+212
1745
$8K ﹤0.01%
+300
1746
$8K ﹤0.01%
393
1747
$8K ﹤0.01%
1,727
+651
1748
$8K ﹤0.01%
204
1749
$8K ﹤0.01%
446
1750
$8K ﹤0.01%
14
+4
68 69
70
71 72