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
976
$22K ﹤0.01%
143
-18
977
$22K ﹤0.01%
584
+63
978
$22K ﹤0.01%
+500
979
$21K ﹤0.01%
230
980
$21K ﹤0.01%
557
+303
981
$21K ﹤0.01%
1,080
+332
982
$21K ﹤0.01%
381
-10
983
$21K ﹤0.01%
1,200
984
$21K ﹤0.01%
689
+646
985
$21K ﹤0.01%
252
+3
986
$21K ﹤0.01%
1,200
+1,078
987
$21K ﹤0.01%
1,113
988
$21K ﹤0.01%
216
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989
$21K ﹤0.01%
633
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990
$21K ﹤0.01%
406
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991
$21K ﹤0.01%
507
-26
992
$21K ﹤0.01%
407
993
$21K ﹤0.01%
900
994
$21K ﹤0.01%
1,870
+1,325
995
$21K ﹤0.01%
192
996
$21K ﹤0.01%
227
+50
997
$21K ﹤0.01%
2,000
998
$21K ﹤0.01%
355
+18
999
$21K ﹤0.01%
808
-182
1000
$20K ﹤0.01%
546
+26
38 39
40
41 42