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
$530M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,348
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.37M
3
+$1.29M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$10.6M
2
+$1.64M
3
+$1.31M
4
LUMN icon
Lumen
LUMN
+$636K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$582K

Sector Composition

1 Technology 7.99%
2 Financials 6.81%
3 Communication Services 5.88%
4 Healthcare 5.24%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$131K 0.02%
1,741
-46
402
$131K 0.02%
13,138
-236
403
$131K 0.02%
10,204
404
$130K 0.02%
1,461
-49
405
$130K 0.02%
4,765
406
$129K 0.02%
4,789
+4,637
407
$128K 0.02%
8,575
408
$128K 0.02%
1,204
+33
409
$128K 0.02%
3,993
410
$128K 0.02%
2,230
+249
411
$127K 0.02%
1,078
-114
412
$127K 0.02%
13,520
+101
413
$126K 0.02%
1,489
+947
414
$126K 0.02%
5,050
+71
415
$125K 0.02%
2,772
+157
416
$124K 0.02%
1,404
+25
417
$123K 0.02%
2,057
+237
418
$121K 0.02%
1,093
+44
419
$121K 0.02%
308
+93
420
$121K 0.02%
3,600
+152
421
$120K 0.02%
7,940
-170
422
$119K 0.02%
1,774
+951
423
$119K 0.02%
1,648
424
$119K 0.02%
1,597
425
$118K 0.02%
1,785
+532
15 16
17
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