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
2276
$1K ﹤0.01%
41
+1
2277
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83
2278
$1K ﹤0.01%
163
+2
2279
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58
-22
2280
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54
-64
2281
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-2
2282
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+132
2283
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+5
2284
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10
2285
$1K ﹤0.01%
65
2286
$1K ﹤0.01%
24
2287
$1K ﹤0.01%
41
2288
$1K ﹤0.01%
19
2289
$1K ﹤0.01%
136
2290
$1K ﹤0.01%
7
2291
$1K ﹤0.01%
+7
2292
$1K ﹤0.01%
25
2293
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+10
2294
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+10
2295
$1K ﹤0.01%
50
2296
$1K ﹤0.01%
68
2297
$1K ﹤0.01%
50
2298
$1K ﹤0.01%
301
-760
2299
$1K ﹤0.01%
+71
2300
$1K ﹤0.01%
31
90 91
92
93 94