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
1901
$6K ﹤0.01%
325
+267
1902
$6K ﹤0.01%
496
-1,444
1903
$6K ﹤0.01%
332
1904
$6K ﹤0.01%
64
+34
1905
$6K ﹤0.01%
1,732
+290
1906
$6K ﹤0.01%
125
1907
$6K ﹤0.01%
+187
1908
$6K ﹤0.01%
+148
1909
$6K ﹤0.01%
78
1910
$6K ﹤0.01%
317
1911
$6K ﹤0.01%
100
1912
$6K ﹤0.01%
45
1913
$6K ﹤0.01%
93
1914
$6K ﹤0.01%
1,118
1915
$6K ﹤0.01%
318
+4
1916
$6K ﹤0.01%
205
1917
$6K ﹤0.01%
115
1918
$6K ﹤0.01%
403
1919
$6K ﹤0.01%
208
-588
1920
$6K ﹤0.01%
58
-60
1921
$6K ﹤0.01%
2,250
1922
$6K ﹤0.01%
214
+99
1923
$6K ﹤0.01%
370
1924
$6K ﹤0.01%
104
1925
$6K ﹤0.01%
170
75 76
77
78 79