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
1851
$6K ﹤0.01%
78
1852
$6K ﹤0.01%
220
1853
$6K ﹤0.01%
+50
1854
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+207
1855
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+41
1856
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72
-8
1857
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+1,118
1858
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397
1859
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314
+3
1860
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210
+98
1861
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900
1862
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315
-300
1863
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326
+151
1864
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+350
1865
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370
1866
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432
+412
1867
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75
1868
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76
-204
1869
$6K ﹤0.01%
297
1870
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+28
1871
$6K ﹤0.01%
283
+158
1872
$6K ﹤0.01%
203
1873
$6K ﹤0.01%
91
1874
$6K ﹤0.01%
+744
1875
$6K ﹤0.01%
133
73 74
75
76 77