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
1901
$5K ﹤0.01%
262
+230
1902
$5K ﹤0.01%
+1,831
1903
$5K ﹤0.01%
1,442
1904
$5K ﹤0.01%
73
1905
$5K ﹤0.01%
330
1906
$5K ﹤0.01%
129
1907
$5K ﹤0.01%
102
+1
1908
$5K ﹤0.01%
137
+29
1909
$5K ﹤0.01%
317
1910
$5K ﹤0.01%
100
1911
$5K ﹤0.01%
45
1912
$5K ﹤0.01%
385
-462
1913
– –
0
1914
$5K ﹤0.01%
2,224
+61
1915
$5K ﹤0.01%
60
1916
$5K ﹤0.01%
70
+49
1917
$5K ﹤0.01%
+147
1918
$5K ﹤0.01%
+168
1919
$5K ﹤0.01%
205
1920
$5K ﹤0.01%
+200
1921
$5K ﹤0.01%
70
1922
$5K ﹤0.01%
+865
1923
$5K ﹤0.01%
300
1924
$5K ﹤0.01%
226
+38
1925
$5K ﹤0.01%
472
+391
75 76
77
78 79