PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
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
2226
$2K ﹤0.01%
98
-476
2227
$2K ﹤0.01%
+212
2228
$2K ﹤0.01%
136
2229
$2K ﹤0.01%
80
-651
2230
$1K ﹤0.01%
415
2231
$1K ﹤0.01%
+276
2232
$1K ﹤0.01%
203
2233
$1K ﹤0.01%
+81
2234
$1K ﹤0.01%
+12
2235
$1K ﹤0.01%
96
-31
2236
$1K ﹤0.01%
83
2237
$1K ﹤0.01%
35
2238
$1K ﹤0.01%
15
2239
$1K ﹤0.01%
+73
2240
$1K ﹤0.01%
725
+16
2241
$1K ﹤0.01%
28
2242
$1K ﹤0.01%
+253
2243
$1K ﹤0.01%
72
2244
$1K ﹤0.01%
300
2245
$1K ﹤0.01%
163
+2
2246
$1K ﹤0.01%
58
-22
2247
$1K ﹤0.01%
+132
2248
$1K ﹤0.01%
230
-376
2249
$1K ﹤0.01%
3
2250
$1K ﹤0.01%
3
88 89
90
91 92