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
2176
$2K ﹤0.01%
500
2177
$2K ﹤0.01%
88
-441
2178
$2K ﹤0.01%
107
+52
2179
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62
2180
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172
2181
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194
2182
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62
+51
2183
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52
2184
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144
2185
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65
2186
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+62
2187
$2K ﹤0.01%
381
-1
2188
$2K ﹤0.01%
26
2189
$2K ﹤0.01%
70
2190
$2K ﹤0.01%
60
2191
$2K ﹤0.01%
27
-22
2192
$2K ﹤0.01%
208
+191
2193
$2K ﹤0.01%
+65
2194
$2K ﹤0.01%
87
2195
$2K ﹤0.01%
29
2196
$2K ﹤0.01%
88
-400
2197
$2K ﹤0.01%
131
2198
$2K ﹤0.01%
243
2199
$2K ﹤0.01%
231
2200
$2K ﹤0.01%
+6,901
86 87
88
89 90