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
2051
$3K ﹤0.01%
+91
2052
$3K ﹤0.01%
22
-331
2053
$3K ﹤0.01%
23
2054
$3K ﹤0.01%
173
2055
$3K ﹤0.01%
107
2056
$3K ﹤0.01%
55
2057
$3K ﹤0.01%
157
2058
$3K ﹤0.01%
121
2059
$3K ﹤0.01%
202
2060
$3K ﹤0.01%
234
2061
$3K ﹤0.01%
+33
2062
$3K ﹤0.01%
80
2063
$3K ﹤0.01%
106
2064
$3K ﹤0.01%
27
-59
2065
$3K ﹤0.01%
+198
2066
$3K ﹤0.01%
28
-151
2067
$3K ﹤0.01%
44
+34
2068
$3K ﹤0.01%
175
2069
$3K ﹤0.01%
199
-1,079
2070
$3K ﹤0.01%
75
2071
$3K ﹤0.01%
511
2072
$3K ﹤0.01%
45
2073
$3K ﹤0.01%
+63
2074
$3K ﹤0.01%
+149
2075
$3K ﹤0.01%
211
81 82
83
84 85