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
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$13.4M
3
+$10.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.4M
5
UBER icon
Uber
UBER
+$4.65M

Top Sells

1
+$6.7M
2
+$4.58M
3
+$4.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.92M
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%
39
2177
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125
2178
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14
2179
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2180
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2181
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2182
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2183
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2184
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91
2185
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149
+3
2186
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2187
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2188
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2189
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2190
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15
2191
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72
2192
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+87
2193
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+160
2195
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72
-487
2196
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31
2197
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42
2198
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+34
2199
$2K ﹤0.01%
+29
2200
$2K ﹤0.01%
60
86 87
88
89 90