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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
2126
$2K ﹤0.01%
59
2127
$2K ﹤0.01%
20
2128
$2K ﹤0.01%
11
2129
$2K ﹤0.01%
27
2130
$2K ﹤0.01%
50
2131
$2K ﹤0.01%
+16
2132
$2K ﹤0.01%
101
2133
$2K ﹤0.01%
22
2134
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68
2135
$2K ﹤0.01%
95
+1
2136
$2K ﹤0.01%
63
-957
2137
$2K ﹤0.01%
63
-223
2138
$2K ﹤0.01%
39
-366
2139
$2K ﹤0.01%
125
2140
$2K ﹤0.01%
59
2141
$2K ﹤0.01%
32
2142
$2K ﹤0.01%
185
+149
2143
$2K ﹤0.01%
20
2144
$2K ﹤0.01%
178
2145
$2K ﹤0.01%
91
-1,156
2146
$2K ﹤0.01%
146
+3
2147
$2K ﹤0.01%
30
2148
$2K ﹤0.01%
+64
2149
$2K ﹤0.01%
+50
2150
$2K ﹤0.01%
36
84 85
86
87 88