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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
$530M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,349
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.37M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$10.6M
2
+$1.64M
3
+$1.29M
4
LUMN icon
Lumen
LUMN
+$695K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$615K

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
526
$85K 0.02%
1,868
-64
527
$85K 0.02%
112
+17
528
$84K 0.02%
807
+32
529
$84K 0.02%
1,103
530
$84K 0.02%
372
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531
$84K 0.02%
997
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532
$84K 0.02%
1,530
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533
$83K 0.02%
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534
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+1,225
535
$83K 0.02%
3,464
536
$82K 0.02%
182
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537
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2,493
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538
$82K 0.02%
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-498
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540
$81K 0.02%
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541
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1,360
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546
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547
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1,239
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548
$79K 0.01%
503
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549
$79K 0.01%
2,009
-145
550
$79K 0.01%
1,341
-197
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