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
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$13.4M
3 +$10.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.4M
5
UBER icon
Uber
UBER
+$4.65M

Top Sells

1 +$6.7M
2 +$4.58M
3 +$4.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.92M
5
MBB icon
iShares MBS ETF
MBB
+$1.14M

Sector Composition

1 Technology 11.88%
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
2051
$4K ﹤0.01%
158
2052
$4K ﹤0.01%
50
2053
$4K ﹤0.01%
119
2054
$4K ﹤0.01%
+972
2055
$4K ﹤0.01%
+181
2056
$4K ﹤0.01%
91
2057
$4K ﹤0.01%
41
2058
$4K ﹤0.01%
137
2059
$4K ﹤0.01%
10,401
+3,500
2060
$4K ﹤0.01%
200
2061
$4K ﹤0.01%
73
+1
2062
$4K ﹤0.01%
32
2063
$4K ﹤0.01%
385
2064
$4K ﹤0.01%
110
2065
$4K ﹤0.01%
+531
2066
$4K ﹤0.01%
84
2067
$4K ﹤0.01%
30
2068
$4K ﹤0.01%
23
+14
2069
$4K ﹤0.01%
+205
2070
$4K ﹤0.01%
687
-231
2071
$4K ﹤0.01%
110
2072
$4K ﹤0.01%
389
2073
$4K ﹤0.01%
269
+133
2074
$4K ﹤0.01%
129
2075
$4K ﹤0.01%
213
-227