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
2326
$1K ﹤0.01%
76
2327
$1K ﹤0.01%
+35
2328
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26
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55
2330
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+20
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230
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3
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3
2334
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2335
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74
2336
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19
2337
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2338
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+44
2339
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8
2340
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2341
$1K ﹤0.01%
190
2342
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2343
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$1K ﹤0.01%
66
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2345
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71
-30
2346
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251
2347
$1K ﹤0.01%
+3
2348
$1K ﹤0.01%
+6
2349
$1K ﹤0.01%
48
-615
2350
$1K ﹤0.01%
125
92 93
94
95 96