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
2101
$3K ﹤0.01%
104
+31
2102
$3K ﹤0.01%
101
+76
2103
$3K ﹤0.01%
800
2104
$3K ﹤0.01%
68
2105
$3K ﹤0.01%
124
2106
$3K ﹤0.01%
+60
2107
$3K ﹤0.01%
41
2108
$3K ﹤0.01%
+780
2109
$3K ﹤0.01%
684
+649
2110
$3K ﹤0.01%
+2,938
2111
$3K ﹤0.01%
74
2112
$3K ﹤0.01%
+389
2113
$3K ﹤0.01%
56
2114
$3K ﹤0.01%
158
-230
2115
$3K ﹤0.01%
230
2116
$3K ﹤0.01%
+68
2117
$3K ﹤0.01%
129
-248
2118
$3K ﹤0.01%
129
2119
$3K ﹤0.01%
147
2120
$2K ﹤0.01%
91
-1,156
2121
$2K ﹤0.01%
146
+3
2122
$2K ﹤0.01%
30
2123
$2K ﹤0.01%
+64
2124
$2K ﹤0.01%
+50
2125
$2K ﹤0.01%
59
83 84
85
86 87