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
1876
$7K ﹤0.01%
+1,342
1877
$7K ﹤0.01%
468
1878
$7K ﹤0.01%
9
-6
1879
$7K ﹤0.01%
+253
1880
$7K ﹤0.01%
488
+57
1881
$7K ﹤0.01%
67
1882
$7K ﹤0.01%
173
+137
1883
$7K ﹤0.01%
1,066
-358
1884
$7K ﹤0.01%
88
1885
$6K ﹤0.01%
256
1886
$6K ﹤0.01%
356
+237
1887
$6K ﹤0.01%
766
1888
$6K ﹤0.01%
397
+383
1889
$6K ﹤0.01%
165
1890
$6K ﹤0.01%
200
1891
$6K ﹤0.01%
164
+9
1892
$6K ﹤0.01%
1,441
1893
$6K ﹤0.01%
1,755
-1,467
1894
$6K ﹤0.01%
133
-4,073
1895
$6K ﹤0.01%
146
+54
1896
$6K ﹤0.01%
130
1897
$6K ﹤0.01%
114
1898
$6K ﹤0.01%
125
1899
$6K ﹤0.01%
+45
1900
$6K ﹤0.01%
193
74 75
76
77 78