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
2251
$2K ﹤0.01%
102
2252
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231
2253
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59
2254
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33
-156
2255
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65
2256
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43
+12
2257
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113
2258
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+177
2259
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+53
2260
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105
2261
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140
2262
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395
2263
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+216
2264
$2K ﹤0.01%
140
2265
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415
2266
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28
-69
2267
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+34
2268
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212
2269
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57
-1,048
2270
$2K ﹤0.01%
163
+68
2271
$1K ﹤0.01%
113
-926
2272
$1K ﹤0.01%
106
+1
2273
$1K ﹤0.01%
491
2274
$1K ﹤0.01%
+22
2275
$1K ﹤0.01%
+139
89 90
91
92 93