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
901
$26K ﹤0.01%
1,670
+1,068
902
$26K ﹤0.01%
754
903
$26K ﹤0.01%
578
904
$26K ﹤0.01%
352
905
$26K ﹤0.01%
992
906
$26K ﹤0.01%
762
907
$26K ﹤0.01%
522
908
$26K ﹤0.01%
1,544
+570
909
$26K ﹤0.01%
396
-66
910
$26K ﹤0.01%
+3,000
911
$26K ﹤0.01%
421
+8
912
$26K ﹤0.01%
1,854
+218
913
$25K ﹤0.01%
624
914
$25K ﹤0.01%
428
+332
915
$25K ﹤0.01%
650
916
$25K ﹤0.01%
1,000
917
$25K ﹤0.01%
+1,111
918
$25K ﹤0.01%
1,156
919
$25K ﹤0.01%
339
+167
920
$25K ﹤0.01%
1,000
921
$25K ﹤0.01%
1,135
922
$25K ﹤0.01%
+212
923
$25K ﹤0.01%
3,937
+1,914
924
$25K ﹤0.01%
1,200
925
$25K ﹤0.01%
1,142
+592
35 36
37
38 39