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
$1.33B
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
2301
$1K ﹤0.01%
53
-137
2302
$1K ﹤0.01%
106
+1
2303
$1K ﹤0.01%
491
2304
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+22
2305
$1K ﹤0.01%
+139
2306
$1K ﹤0.01%
+62
2307
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+41
2308
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53
2309
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10
2310
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65
2311
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24
2312
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+6
2313
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136
2314
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7
2315
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7
2316
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26
+1
2317
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10
2318
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31
2319
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+16
2320
$1K ﹤0.01%
275
2321
$1K ﹤0.01%
10
-34
2322
$1K ﹤0.01%
26
2323
$1K ﹤0.01%
103
2324
$1K ﹤0.01%
33
2325
$1K ﹤0.01%
36
91 92
93
94 95