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
1976
$5K ﹤0.01%
130
1977
$5K ﹤0.01%
+600
1978
$5K ﹤0.01%
127
1979
$5K ﹤0.01%
359
-7
1980
$5K ﹤0.01%
80
1981
$5K ﹤0.01%
215
-128
1982
$5K ﹤0.01%
+300
1983
$5K ﹤0.01%
107
-69
1984
$5K ﹤0.01%
174
1985
$5K ﹤0.01%
306
1986
$5K ﹤0.01%
394
1987
$5K ﹤0.01%
1,069
+289
1988
$5K ﹤0.01%
254
-328
1989
$5K ﹤0.01%
56
1990
$5K ﹤0.01%
+40
1991
$5K ﹤0.01%
254
1992
$5K ﹤0.01%
72
+1
1993
$4K ﹤0.01%
201
-1
1994
$4K ﹤0.01%
106
1995
$4K ﹤0.01%
80
1996
$4K ﹤0.01%
270
1997
$4K ﹤0.01%
+342
1998
$4K ﹤0.01%
117
1999
$4K ﹤0.01%
28
2000
$4K ﹤0.01%
59
-1
78 79
80
81 82