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
2226
$2K ﹤0.01%
+97
2227
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62
2228
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+132
2229
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+225
2230
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113
2231
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468
-432
2232
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+164
2233
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55
-19
2234
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70
2235
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100
2236
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63
-206
2237
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87
2238
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+38
2239
$2K ﹤0.01%
102
2240
$2K ﹤0.01%
231
2241
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59
2242
$2K ﹤0.01%
33
-156
2243
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65
2244
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43
+12
2245
$2K ﹤0.01%
113
2246
$2K ﹤0.01%
+177
2247
$2K ﹤0.01%
25
2248
$2K ﹤0.01%
83
2249
$2K ﹤0.01%
251
2250
$2K ﹤0.01%
208
88 89
90
91 92