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
2226
$2K ﹤0.01%
149
+3
2227
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50
2228
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36
2229
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2230
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2231
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2232
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2233
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2234
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+61
2235
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217
-29
2236
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26
-110
2237
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2238
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50
2239
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+171
2240
$2K ﹤0.01%
42
2241
$2K ﹤0.01%
107
2242
$2K ﹤0.01%
61
2243
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68
2244
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172
2245
$2K ﹤0.01%
+13
2246
$2K ﹤0.01%
381
2247
$2K ﹤0.01%
+97
2248
$2K ﹤0.01%
62
2249
$2K ﹤0.01%
+132
2250
$2K ﹤0.01%
+225
88 89
90
91 92