We are live on ! Find out more
PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.25M
3
+$1.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.47M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$968K
2
+$955K
3
+$519K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$447K
5
DXD icon
ProShares UltraShort Dow 30
DXD
+$431K

Sector Composition

1 Technology 7.57%
2 Financials 6.53%
3 Communication Services 5.67%
4 Healthcare 4.67%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$9K ﹤0.01%
187
1327
$9K ﹤0.01%
107
1328
$9K ﹤0.01%
249
1329
$9K ﹤0.01%
363
-98
1330
$9K ﹤0.01%
244
1331
$9K ﹤0.01%
345
1332
$9K ﹤0.01%
104
1333
$9K ﹤0.01%
160
1334
$9K ﹤0.01%
146
1335
$9K ﹤0.01%
337
1336
$9K ﹤0.01%
2,313
1337
$9K ﹤0.01%
1,868
+784
1338
$9K ﹤0.01%
128
1339
$9K ﹤0.01%
312
-17
1340
$9K ﹤0.01%
188
1341
$9K ﹤0.01%
246
1342
$9K ﹤0.01%
672
1343
$9K ﹤0.01%
173
1344
$9K ﹤0.01%
91
1345
$9K ﹤0.01%
204
1346
$9K ﹤0.01%
1,600
1347
$9K ﹤0.01%
2,189
1348
$9K ﹤0.01%
27
-473
1349
$9K ﹤0.01%
29
1350
$9K ﹤0.01%
225
52 53
54
55 56