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
1951
$4K ﹤0.01%
30
1952
$4K ﹤0.01%
+57
1953
$4K ﹤0.01%
98
+15
1954
$4K ﹤0.01%
135
1955
$4K ﹤0.01%
500
1956
$4K ﹤0.01%
329
-118
1957
$4K ﹤0.01%
127
+22
1958
$4K ﹤0.01%
207
1959
$4K ﹤0.01%
179
1960
$4K ﹤0.01%
135
1961
$4K ﹤0.01%
405
1962
$4K ﹤0.01%
1,250
1963
$4K ﹤0.01%
106
1964
$4K ﹤0.01%
+61
1965
$4K ﹤0.01%
100
1966
$4K ﹤0.01%
200
1967
$4K ﹤0.01%
164
1968
$4K ﹤0.01%
205
-73
1969
$4K ﹤0.01%
20
1970
$4K ﹤0.01%
1,905
+1,458
1971
$4K ﹤0.01%
239
1972
$4K ﹤0.01%
+78
1973
$4K ﹤0.01%
76
1974
$4K ﹤0.01%
108
1975
$4K ﹤0.01%
47
77 78
79
80 81