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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
2251
$2K ﹤0.01%
105
2252
$2K ﹤0.01%
140
2253
$2K ﹤0.01%
395
2254
$2K ﹤0.01%
+216
2255
$2K ﹤0.01%
140
2256
$2K ﹤0.01%
415
2257
$2K ﹤0.01%
28
-69
2258
$2K ﹤0.01%
+34
2259
$2K ﹤0.01%
212
2260
$2K ﹤0.01%
57
-1,048
2261
$2K ﹤0.01%
163
+68
2262
$2K ﹤0.01%
25
2263
$2K ﹤0.01%
83
2264
$2K ﹤0.01%
251
2265
$2K ﹤0.01%
208
2266
$2K ﹤0.01%
73
-54
2267
$2K ﹤0.01%
3
2268
$2K ﹤0.01%
27
2269
$2K ﹤0.01%
241
2270
$2K ﹤0.01%
25
-2
2271
$1K ﹤0.01%
26
-29
2272
$1K ﹤0.01%
34
2273
– –
0
2274
$1K ﹤0.01%
+128
2275
$1K ﹤0.01%
+75
89 90
91
92 93