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
2251
$1K ﹤0.01%
55
-375
2252
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155
2253
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26
2254
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72
-16
2255
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11
-28
2256
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2257
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+15
2258
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56
2259
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+42
2260
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+14
2261
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15
2262
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2263
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53
2264
$1K ﹤0.01%
+8
2265
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34
2266
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2267
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27
2268
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130
-389
2269
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+19
2270
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29
2271
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76
2272
$1K ﹤0.01%
105
+1
2273
$1K ﹤0.01%
+491
2274
$1K ﹤0.01%
68
2275
$1K ﹤0.01%
21
89 90
91
92 93