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
2151
$2K ﹤0.01%
178
2152
$2K ﹤0.01%
36
2153
$2K ﹤0.01%
+138
2154
$2K ﹤0.01%
+50
2155
$2K ﹤0.01%
+15
2156
$2K ﹤0.01%
72
-376
2157
$2K ﹤0.01%
29
2158
$2K ﹤0.01%
1,250
2159
$2K ﹤0.01%
31
2160
$2K ﹤0.01%
42
2161
$2K ﹤0.01%
145
2162
$2K ﹤0.01%
+26
2163
$2K ﹤0.01%
60
2164
$2K ﹤0.01%
97
2165
$2K ﹤0.01%
+209
2166
$2K ﹤0.01%
246
-80
2167
$2K ﹤0.01%
40
2168
$2K ﹤0.01%
56
2169
$2K ﹤0.01%
50
2170
$2K ﹤0.01%
262
2171
$2K ﹤0.01%
42
2172
$2K ﹤0.01%
140
+84
2173
$2K ﹤0.01%
+34
2174
$2K ﹤0.01%
+23
2175
$2K ﹤0.01%
61
85 86
87
88 89