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
2126
$3K ﹤0.01%
175
2127
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2128
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2129
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2130
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2131
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+1
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2134
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2135
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2136
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+100
2137
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2138
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2139
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2140
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131
2141
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48
+14
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2143
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63
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48
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2145
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369
-743
2146
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29
-108
2147
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22
2148
$3K ﹤0.01%
170
2149
$3K ﹤0.01%
101
2150
$3K ﹤0.01%
68
84 85
86
87 88