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
1776
$9K ﹤0.01%
433
+257
1777
$9K ﹤0.01%
187
+82
1778
$9K ﹤0.01%
+561
1779
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+1,000
1780
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141
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1781
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1782
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266
1783
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2,157
+1,954
1784
$9K ﹤0.01%
882
+809
1785
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1,000
1786
$8K ﹤0.01%
+192
1787
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159
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1788
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240
1789
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98
1790
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+7
1791
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1792
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75
1793
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282
-48
1794
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150
+25
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$8K ﹤0.01%
165
+13
1796
$8K ﹤0.01%
287
1797
$8K ﹤0.01%
482
-3,772
1798
$8K ﹤0.01%
662
1799
$8K ﹤0.01%
362
-51
1800
$8K ﹤0.01%
220