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
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$13.4M
3 +$10.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.4M
5
UBER icon
Uber
UBER
+$4.65M

Top Sells

1 +$6.7M
2 +$4.58M
3 +$4.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.92M
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
1801
$8K ﹤0.01%
662
1802
$8K ﹤0.01%
362
-51
1803
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1804
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1805
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1806
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1807
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1808
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1809
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+11
1810
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1811
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461
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1812
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1813
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1814
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1815
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1816
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1817
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1818
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1819
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+272
1820
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1821
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1822
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359
-290
1823
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88
+45
1824
$8K ﹤0.01%
342
+276
1825
$8K ﹤0.01%
980
+275