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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
2401
$0 ﹤0.01%
34
2402
$0 ﹤0.01%
7
2403
– –
-873
2404
$0 ﹤0.01%
6
2405
– –
-2,757
2406
$0 ﹤0.01%
4
2407
– –
-14
2408
– –
-126
2409
– –
-300
2410
– –
-54
2411
– –
-405
2412
$0 ﹤0.01%
9
2413
– –
-87
2414
– –
-26
2415
– –
-182
2416
– –
0
2417
– –
-20
2418
– –
-125
2419
– –
-1,038
2420
– –
-26
2421
– –
0
2422
– –
-603
2423
– –
-371
2424
– –
-121
2425
– –
0
95 96
97
98 99