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 11.88%
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
2176
$2K ﹤0.01%
50
2177
$2K ﹤0.01%
70
2178
$2K ﹤0.01%
100
2179
$2K ﹤0.01%
63
-206
2180
$2K ﹤0.01%
87
2181
$2K ﹤0.01%
+38
2182
$2K ﹤0.01%
102
2183
$2K ﹤0.01%
+177
2184
$2K ﹤0.01%
+53
2185
$2K ﹤0.01%
105
2186
$2K ﹤0.01%
140
2187
$2K ﹤0.01%
395
2188
$2K ﹤0.01%
+216
2189
$2K ﹤0.01%
28
-69
2190
$2K ﹤0.01%
+34
2191
$2K ﹤0.01%
212
2192
$2K ﹤0.01%
57
-1,048
2193
$2K ﹤0.01%
163
+68
2194
$2K ﹤0.01%
29
2195
$2K ﹤0.01%
+160
2196
$2K ﹤0.01%
72
-487
2197
$2K ﹤0.01%
31
2198
$2K ﹤0.01%
42
2199
$2K ﹤0.01%
60
2200
$2K ﹤0.01%
25
86 87
88
89 90