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
1976
$4K ﹤0.01%
40
1977
$4K ﹤0.01%
234
1978
$4K ﹤0.01%
36
1979
$4K ﹤0.01%
80
1980
$4K ﹤0.01%
270
1981
$4K ﹤0.01%
117
+71
1982
$4K ﹤0.01%
225
1983
$4K ﹤0.01%
71
-85
1984
$4K ﹤0.01%
93
1985
$4K ﹤0.01%
180
1986
$4K ﹤0.01%
+93
1987
$4K ﹤0.01%
194
-495
1988
$4K ﹤0.01%
58
1989
$4K ﹤0.01%
+192
1990
$4K ﹤0.01%
586
1991
$4K ﹤0.01%
161
1992
$4K ﹤0.01%
59
+5
1993
$4K ﹤0.01%
145
1994
$4K ﹤0.01%
250
1995
$4K ﹤0.01%
77
1996
$4K ﹤0.01%
27
1997
$4K ﹤0.01%
89
-21
1998
$4K ﹤0.01%
+36
1999
$4K ﹤0.01%
53
2000
$4K ﹤0.01%
2,250
78 79
80
81 82