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
2301
$1K ﹤0.01%
139
-328
2302
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11
2303
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+14
2304
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2305
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240
2306
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2307
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2308
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2309
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2310
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22
2311
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39
-75
2312
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114
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2313
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50
2314
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415
2315
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66
-30
2316
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747
+22
2317
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2318
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2319
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72
2320
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36
2321
$1K ﹤0.01%
81
+1
2322
$1K ﹤0.01%
+21
2323
$1K ﹤0.01%
30
2324
$1K ﹤0.01%
162
2325
$1K ﹤0.01%
68
-6
91 92
93
94 95