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
1826
$7K ﹤0.01%
+1,424
1827
$7K ﹤0.01%
97
1828
$7K ﹤0.01%
+589
1829
$7K ﹤0.01%
88
+31
1830
$7K ﹤0.01%
+53
1831
$6K ﹤0.01%
162
1832
$6K ﹤0.01%
128
+105
1833
$6K ﹤0.01%
109
1834
$6K ﹤0.01%
1,020
1835
$6K ﹤0.01%
155
+102
1836
$6K ﹤0.01%
331
-107
1837
$6K ﹤0.01%
231
-1
1838
$6K ﹤0.01%
161
-4
1839
$6K ﹤0.01%
114
-114
1840
$6K ﹤0.01%
+31
1841
$6K ﹤0.01%
485
1842
$6K ﹤0.01%
219
1843
$6K ﹤0.01%
300
-504
1844
$6K ﹤0.01%
173
+55
1845
$6K ﹤0.01%
398
1846
$6K ﹤0.01%
+332
1847
$6K ﹤0.01%
42
1848
$6K ﹤0.01%
125
-580
1849
$6K ﹤0.01%
78
1850
$6K ﹤0.01%
242
+205
72 73
74
75 76