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
2201
$2K ﹤0.01%
31
+23
2202
$2K ﹤0.01%
868
-2,035
2203
$2K ﹤0.01%
+116
2204
$2K ﹤0.01%
50
2205
$2K ﹤0.01%
135
+63
2206
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101
2207
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22
2208
$2K ﹤0.01%
+83
2209
$2K ﹤0.01%
63
2210
$2K ﹤0.01%
+100
2211
$2K ﹤0.01%
39
2212
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125
2213
$2K ﹤0.01%
14
2214
$2K ﹤0.01%
59
2215
$2K ﹤0.01%
32
2216
$2K ﹤0.01%
119
2217
$2K ﹤0.01%
+56
2218
$2K ﹤0.01%
178
2219
$2K ﹤0.01%
91
2220
$2K ﹤0.01%
149
+3
2221
$2K ﹤0.01%
50
2222
$2K ﹤0.01%
36
2223
$2K ﹤0.01%
138
2224
$2K ﹤0.01%
50
2225
$2K ﹤0.01%
15
87 88
89
90 91