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
1051
$18K ﹤0.01%
622
+602
1052
$18K ﹤0.01%
+883
1053
$18K ﹤0.01%
+191
1054
$18K ﹤0.01%
2,700
+600
1055
$18K ﹤0.01%
362
-78
1056
$18K ﹤0.01%
+120
1057
$18K ﹤0.01%
584
-20
1058
$18K ﹤0.01%
2,388
+18
1059
$17K ﹤0.01%
254
-131
1060
$17K ﹤0.01%
454
+28
1061
$17K ﹤0.01%
502
-66
1062
$17K ﹤0.01%
394
1063
$17K ﹤0.01%
341
+271
1064
$17K ﹤0.01%
487
1065
$17K ﹤0.01%
550
1066
$17K ﹤0.01%
722
+175
1067
$17K ﹤0.01%
365
1068
$17K ﹤0.01%
864
+673
1069
$17K ﹤0.01%
453
1070
$17K ﹤0.01%
351
+147
1071
$17K ﹤0.01%
97
1072
$17K ﹤0.01%
256
1073
$17K ﹤0.01%
288
1074
$17K ﹤0.01%
231
+213
1075
$17K ﹤0.01%
699
41 42
43
44 45