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
2076
$3K ﹤0.01%
79
-121
2077
$3K ﹤0.01%
23
2078
$3K ﹤0.01%
142
-867
2079
$3K ﹤0.01%
225
2080
$3K ﹤0.01%
160
2081
$3K ﹤0.01%
68
2082
$3K ﹤0.01%
421
-41
2083
$3K ﹤0.01%
33
2084
$3K ﹤0.01%
3
2085
$3K ﹤0.01%
45
2086
$3K ﹤0.01%
194
2087
$3K ﹤0.01%
80
2088
$3K ﹤0.01%
76
+14
2089
$3K ﹤0.01%
+29
2090
$3K ﹤0.01%
40
-161
2091
$3K ﹤0.01%
+250
2092
$3K ﹤0.01%
+38
2093
$3K ﹤0.01%
37
-54
2094
$3K ﹤0.01%
175
2095
$3K ﹤0.01%
+175
2096
$3K ﹤0.01%
65
2097
$3K ﹤0.01%
107
2098
$3K ﹤0.01%
511
2099
$3K ﹤0.01%
63
2100
$3K ﹤0.01%
+1,119
82 83
84
85 86