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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
876
$29K 0.01%
827
+207
877
$28K 0.01%
2,804
878
$28K 0.01%
900
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879
$28K 0.01%
2,321
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880
$28K 0.01%
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881
$28K 0.01%
164
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882
$28K 0.01%
825
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884
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821
885
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886
$28K 0.01%
1,095
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887
$27K 0.01%
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888
$27K 0.01%
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402
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891
$27K 0.01%
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895
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466
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$26K ﹤0.01%
2,147
-162
897
$26K ﹤0.01%
2,246
898
$26K ﹤0.01%
1,557
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899
$26K ﹤0.01%
1,559
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900
$26K ﹤0.01%
1,670
+1,068
34 35
36
37 38