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
1801
$7K ﹤0.01%
113
1802
$7K ﹤0.01%
+239
1803
$7K ﹤0.01%
246
-71
1804
$7K ﹤0.01%
118
1805
$7K ﹤0.01%
1,500
+781
1806
$7K ﹤0.01%
280
1807
$7K ﹤0.01%
769
+335
1808
$7K ﹤0.01%
472
-730
1809
$7K ﹤0.01%
189
1810
$7K ﹤0.01%
69
-231
1811
$7K ﹤0.01%
268
-190
1812
$7K ﹤0.01%
90
-55
1813
$7K ﹤0.01%
150
1814
$7K ﹤0.01%
188
1815
$7K ﹤0.01%
238
-57
1816
$7K ﹤0.01%
468
1817
$7K ﹤0.01%
343
+13
1818
$7K ﹤0.01%
+176
1819
$7K ﹤0.01%
424
1820
$7K ﹤0.01%
400
1821
$7K ﹤0.01%
+529
1822
$7K ﹤0.01%
350
1823
$7K ﹤0.01%
+352
1824
$7K ﹤0.01%
431
1825
$7K ﹤0.01%
+1,000
71 72
73
74 75