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
2151
$3K ﹤0.01%
124
2152
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41
2153
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+141
2154
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74
2155
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98
2156
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2157
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2158
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2159
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28
-25
2160
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29
2161
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+160
2162
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72
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2163
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31
2164
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42
2165
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60
2166
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97
2167
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+72
2168
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2169
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217
-29
2170
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26
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2171
$2K ﹤0.01%
56
2172
$2K ﹤0.01%
50
2173
$2K ﹤0.01%
+171
2174
$2K ﹤0.01%
42
2175
$2K ﹤0.01%
381
85 86
87
88 89