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 11.88%
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
1726
$10K ﹤0.01%
+791
1727
$10K ﹤0.01%
313
1728
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93
+20
1729
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204
1730
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220
1731
$10K ﹤0.01%
+400
1732
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485
-463
1733
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165
1734
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85
1735
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140
1736
$10K ﹤0.01%
287
+2
1737
$10K ﹤0.01%
185
1738
$10K ﹤0.01%
128
+2
1739
$10K ﹤0.01%
+199
1740
$10K ﹤0.01%
156
1741
$10K ﹤0.01%
1,200
+456
1742
$10K ﹤0.01%
400
1743
$10K ﹤0.01%
529
1744
$10K ﹤0.01%
821
1745
$10K ﹤0.01%
108
-35
1746
$10K ﹤0.01%
1,991
+149
1747
$10K ﹤0.01%
902
1748
$9K ﹤0.01%
233
1749
$9K ﹤0.01%
300
+3
1750
$9K ﹤0.01%
1,443
+423
68 69
70
71 72