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
876
$29K 0.01%
+2,066
877
$28K 0.01%
2,321
-227
878
$28K 0.01%
1,824
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879
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880
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881
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821
883
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1,685
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825
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885
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886
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887
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900
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891
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4,000
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897
$26K ﹤0.01%
2,147
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$26K ﹤0.01%
2,246
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$26K ﹤0.01%
1,557
+33
900
$26K ﹤0.01%
1,559
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34 35
36
37 38