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
1851
$7K ﹤0.01%
340
1852
$7K ﹤0.01%
398
1853
$7K ﹤0.01%
2,602
+697
1854
$7K ﹤0.01%
1,831
1855
$7K ﹤0.01%
49
+7
1856
$7K ﹤0.01%
128
-157
1857
$7K ﹤0.01%
78
1858
$7K ﹤0.01%
195
1859
$7K ﹤0.01%
1,025
1860
$7K ﹤0.01%
50
1861
$7K ﹤0.01%
108
1862
$7K ﹤0.01%
467
+5
1863
$7K ﹤0.01%
113
1864
$7K ﹤0.01%
397
1865
$7K ﹤0.01%
280
1866
$7K ﹤0.01%
189
1867
$7K ﹤0.01%
193
-75
1868
$7K ﹤0.01%
70
+69
1869
$7K ﹤0.01%
111
1870
$7K ﹤0.01%
52
+14
1871
$7K ﹤0.01%
221
-40
1872
$7K ﹤0.01%
249
+104
1873
$7K ﹤0.01%
381
+250
1874
$7K ﹤0.01%
110
1875
$7K ﹤0.01%
173
-87
73 74
75
76 77