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
551
$78K 0.01%
14,289
+345
552
$78K 0.01%
1,312
+1,025
553
$78K 0.01%
1,370
554
$77K 0.01%
1,074
+217
555
$77K 0.01%
2,662
-624
556
$77K 0.01%
748
557
$77K 0.01%
9,330
558
$77K 0.01%
7,000
559
$76K 0.01%
1,610
+279
560
$76K 0.01%
902
-55
561
$76K 0.01%
3,530
562
$75K 0.01%
2,584
+130
563
$75K 0.01%
3,452
+214
564
$75K 0.01%
1,491
+100
565
$75K 0.01%
1,316
+20
566
$74K 0.01%
1,448
+937
567
$74K 0.01%
1,310
568
$74K 0.01%
1,173
569
$73K 0.01%
719
570
$73K 0.01%
664
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571
$73K 0.01%
1,132
+55
572
$73K 0.01%
3,126
+211
573
$73K 0.01%
681
+143
574
$73K 0.01%
3,850
-3,195
575
$72K 0.01%
1,426
+313
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