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
1751
$8K ﹤0.01%
100
1752
$8K ﹤0.01%
485
+57
1753
$8K ﹤0.01%
161
-50
1754
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135
+24
1755
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121
1756
$8K ﹤0.01%
111
1757
$8K ﹤0.01%
269
+193
1758
$8K ﹤0.01%
144
-277
1759
$8K ﹤0.01%
+260
1760
$8K ﹤0.01%
+261
1761
$8K ﹤0.01%
147
-34
1762
$8K ﹤0.01%
261
1763
$8K ﹤0.01%
+187
1764
$8K ﹤0.01%
158
+136
1765
$8K ﹤0.01%
58
+18
1766
$8K ﹤0.01%
136
+101
1767
$8K ﹤0.01%
9
+5
1768
$8K ﹤0.01%
1,500
+1,222
1769
$8K ﹤0.01%
668
+2
1770
$8K ﹤0.01%
67
+23
1771
$8K ﹤0.01%
440
-1,931
1772
$7K ﹤0.01%
252
1773
$7K ﹤0.01%
720
1774
$7K ﹤0.01%
153
+61
1775
$7K ﹤0.01%
240
69 70
71
72 73