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
1926
$5K ﹤0.01%
115
1927
$5K ﹤0.01%
403
1928
$5K ﹤0.01%
290
+34
1929
$5K ﹤0.01%
104
+88
1930
$5K ﹤0.01%
260
-1,380
1931
$5K ﹤0.01%
130
+10
1932
$5K ﹤0.01%
165
1933
$5K ﹤0.01%
43
+23
1934
$5K ﹤0.01%
32
+24
1935
$5K ﹤0.01%
170
1936
$5K ﹤0.01%
256
1937
$5K ﹤0.01%
383
+230
1938
$5K ﹤0.01%
127
-80
1939
$5K ﹤0.01%
366
+157
1940
$5K ﹤0.01%
105
-6
1941
$5K ﹤0.01%
+421
1942
$5K ﹤0.01%
306
1943
$5K ﹤0.01%
918
1944
$5K ﹤0.01%
782
+246
1945
$5K ﹤0.01%
177
1946
$5K ﹤0.01%
1,805
+1,596
1947
$5K ﹤0.01%
17
+11
1948
$5K ﹤0.01%
71
1949
$5K ﹤0.01%
223
1950
$4K ﹤0.01%
247
+1
76 77
78
79 80