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
2301
$1K ﹤0.01%
50
2302
$1K ﹤0.01%
26
2303
$1K ﹤0.01%
+103
2304
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48
-179
2305
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33
+1
2306
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-8
2307
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2308
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43
-417
2309
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50
2310
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30
2311
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94
2312
$1K ﹤0.01%
60
2313
$1K ﹤0.01%
+56
2314
$1K ﹤0.01%
12
2315
$1K ﹤0.01%
250
2316
$1K ﹤0.01%
18
2317
$1K ﹤0.01%
+113
2318
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77
-195
2319
$1K ﹤0.01%
42
2320
$1K ﹤0.01%
60
2321
$1K ﹤0.01%
+51
2322
$1K ﹤0.01%
37
2323
$1K ﹤0.01%
+100
2324
$1K ﹤0.01%
69
2325
$1K ﹤0.01%
+167
91 92
93
94 95