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
1126
$15K ﹤0.01%
116
1127
$15K ﹤0.01%
+421
1128
$15K ﹤0.01%
250
1129
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340
-188
1130
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1,000
1131
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513
+189
1132
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567
1133
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610
1134
$15K ﹤0.01%
571
-378
1135
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650
+11
1136
$15K ﹤0.01%
294
+100
1137
$15K ﹤0.01%
241
+102
1138
$15K ﹤0.01%
+472
1139
$15K ﹤0.01%
+677
1140
$15K ﹤0.01%
229
+89
1141
$15K ﹤0.01%
300
1142
$15K ﹤0.01%
2,075
+1,000
1143
$15K ﹤0.01%
314
1144
$15K ﹤0.01%
368
-502
1145
$15K ﹤0.01%
363
+99
1146
$15K ﹤0.01%
851
+631
1147
$15K ﹤0.01%
+150
1148
$14K ﹤0.01%
289
+6
1149
$14K ﹤0.01%
+1,119
1150
$14K ﹤0.01%
292
-20
44 45
46
47 48