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
2201
$2K ﹤0.01%
+34
2202
$2K ﹤0.01%
+65
2203
$2K ﹤0.01%
147
2204
$2K ﹤0.01%
+45
2205
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31
2206
$2K ﹤0.01%
113
2207
$2K ﹤0.01%
25
2208
$2K ﹤0.01%
83
2209
$2K ﹤0.01%
+208
2210
$2K ﹤0.01%
+27
2211
$2K ﹤0.01%
241
-343
2212
$2K ﹤0.01%
27
2213
$2K ﹤0.01%
+9
2214
$2K ﹤0.01%
+37
2215
$2K ﹤0.01%
82
-414
2216
$2K ﹤0.01%
105
-120
2217
$2K ﹤0.01%
590
+93
2218
$2K ﹤0.01%
140
2219
$2K ﹤0.01%
+395
2220
$2K ﹤0.01%
+240
2221
$2K ﹤0.01%
113
-733
2222
$2K ﹤0.01%
+100
2223
$2K ﹤0.01%
+140
2224
$2K ﹤0.01%
415
-178
2225
$2K ﹤0.01%
291
+2
87 88
89
90 91