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
1826
$8K ﹤0.01%
88
+45
1827
$8K ﹤0.01%
342
+276
1828
$8K ﹤0.01%
980
+275
1829
$8K ﹤0.01%
800
1830
$8K ﹤0.01%
661
-7
1831
$8K ﹤0.01%
+153
1832
$7K ﹤0.01%
162
1833
$7K ﹤0.01%
3,850
-400
1834
$7K ﹤0.01%
137
+106
1835
$7K ﹤0.01%
252
1836
$7K ﹤0.01%
1,017
-1,863
1837
$7K ﹤0.01%
118
+9
1838
$7K ﹤0.01%
321
+226
1839
$7K ﹤0.01%
186
+123
1840
$7K ﹤0.01%
366
-12
1841
$7K ﹤0.01%
231
1842
$7K ﹤0.01%
410
1843
$7K ﹤0.01%
163
1844
$7K ﹤0.01%
162
+1
1845
$7K ﹤0.01%
74
1846
$7K ﹤0.01%
59
-6
1847
$7K ﹤0.01%
50
+8
1848
$7K ﹤0.01%
173
1849
$7K ﹤0.01%
485
1850
$7K ﹤0.01%
246
+27
72 73
74
75 76