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
776
$37K 0.01%
3,761
+358
777
$37K 0.01%
2,350
+130
778
$37K 0.01%
599
-53
779
$37K 0.01%
1,142
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780
$37K 0.01%
943
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781
$37K 0.01%
810
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782
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400
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783
$36K 0.01%
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784
$36K 0.01%
1,150
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785
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786
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788
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1,226
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$36K 0.01%
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792
$35K 0.01%
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795
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$35K 0.01%
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$35K 0.01%
717
800
$35K 0.01%
746
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30 31
32
33 34