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
1801
$8K ﹤0.01%
446
1802
$8K ﹤0.01%
389
+301
1803
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100
1804
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1805
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52
+11
1806
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1,000
1807
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201
-44
1808
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1,077
+824
1809
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32
1810
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105
1811
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203
-103
1812
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1813
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246
1814
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461
+405
1815
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127
1816
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520
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1817
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1818
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1819
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1820
$8K ﹤0.01%
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1821
$8K ﹤0.01%
201
1822
$8K ﹤0.01%
360
+272
1823
$8K ﹤0.01%
165
1824
$8K ﹤0.01%
297
1825
$8K ﹤0.01%
359
-290