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
1276
$11K ﹤0.01%
242
1277
$11K ﹤0.01%
171
+25
1278
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10,513
-454
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157
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349
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452
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1288
$11K ﹤0.01%
240
1289
$11K ﹤0.01%
+621
1290
$11K ﹤0.01%
1,475
+1,155
1291
$11K ﹤0.01%
672
1292
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251
1293
$11K ﹤0.01%
700
1294
$11K ﹤0.01%
216
1295
$11K ﹤0.01%
72
+47
1296
$11K ﹤0.01%
154
+4
1297
$11K ﹤0.01%
282
-23
1298
$11K ﹤0.01%
301
+19
1299
$11K ﹤0.01%
450
1300
$11K ﹤0.01%
629
+462
50 51
52
53 54