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
926
$25K ﹤0.01%
650
927
$25K ﹤0.01%
3,937
+1,914
928
$25K ﹤0.01%
1,200
929
$25K ﹤0.01%
1,142
+592
930
$25K ﹤0.01%
718
931
$25K ﹤0.01%
1,885
932
$25K ﹤0.01%
960
933
$25K ﹤0.01%
1,000
934
$24K ﹤0.01%
543
+45
935
$24K ﹤0.01%
2,772
+324
936
$24K ﹤0.01%
156
-8
937
$24K ﹤0.01%
422
+53
938
$24K ﹤0.01%
392
-24
939
$24K ﹤0.01%
1,700
940
$24K ﹤0.01%
700
+350
941
$24K ﹤0.01%
178
-3
942
$24K ﹤0.01%
213
+130
943
$24K ﹤0.01%
448
+338
944
$24K ﹤0.01%
510
+285
945
$24K ﹤0.01%
349
+152
946
$24K ﹤0.01%
502
947
$24K ﹤0.01%
239
+111
948
$24K ﹤0.01%
285
949
$23K ﹤0.01%
254
+65
950
$23K ﹤0.01%
1,586
+681
36 37
38
39 40