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
2351
$1K ﹤0.01%
14
2352
$1K ﹤0.01%
22
2353
$1K ﹤0.01%
+11
2354
$1K ﹤0.01%
7
-11
2355
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199
-519
2356
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2357
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+500
2358
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162
-1,524
2359
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14
2360
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74
2361
$1K ﹤0.01%
+34
2362
$1K ﹤0.01%
+200
2363
$1K ﹤0.01%
137
2364
$1K ﹤0.01%
+282
2365
$1K ﹤0.01%
+54
2366
$1K ﹤0.01%
98
-11
2367
$1K ﹤0.01%
+36
2368
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+19
2369
$1K ﹤0.01%
22
2370
$1K ﹤0.01%
52
-369
2371
$1K ﹤0.01%
+123
2372
$1K ﹤0.01%
50
2373
$1K ﹤0.01%
415
2374
– –
-1,100
2375
– –
-286
93 94
95
96 97