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
1926
$6K ﹤0.01%
383
1927
$6K ﹤0.01%
1,355
+261
1928
$6K ﹤0.01%
177
-26
1929
$6K ﹤0.01%
424
1930
$6K ﹤0.01%
91
1931
$6K ﹤0.01%
782
1932
$6K ﹤0.01%
177
1933
$6K ﹤0.01%
444
+392
1934
$6K ﹤0.01%
589
1935
$6K ﹤0.01%
183
+63
1936
$5K ﹤0.01%
64
1937
$5K ﹤0.01%
+173
1938
$5K ﹤0.01%
248
+1
1939
0
1940
$5K ﹤0.01%
61
-59
1941
$5K ﹤0.01%
116
-37
1942
$5K ﹤0.01%
107
1943
$5K ﹤0.01%
149
-116
1944
$5K ﹤0.01%
98
1945
$5K ﹤0.01%
343
+14
1946
$5K ﹤0.01%
207
1947
$5K ﹤0.01%
533
+348
1948
$5K ﹤0.01%
285
1949
$5K ﹤0.01%
164
+63
1950
$5K ﹤0.01%
135