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 11.88%
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
2076
$3K ﹤0.01%
369
-743
2077
$3K ﹤0.01%
345
-633
2078
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68
2079
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+125
2080
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43
2081
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121
-864
2082
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+29
2083
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380
2084
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173
+90
2085
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293
2086
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26
2087
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418
2088
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209
2089
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175
2090
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31
2091
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243
2092
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170
2093
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101
2094
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79
-121
2095
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23
2096
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142
-867
2097
$3K ﹤0.01%
225
2098
$3K ﹤0.01%
194
2099
$3K ﹤0.01%
80
2100
$3K ﹤0.01%
76
+14