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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
$530M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,349
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.37M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$10.6M
2
+$1.64M
3
+$1.29M
4
LUMN icon
Lumen
LUMN
+$695K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$615K

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
1351
$9K ﹤0.01%
238
+22
1352
$9K ﹤0.01%
1,600
1353
$9K ﹤0.01%
225
1354
$9K ﹤0.01%
+912
1355
$9K ﹤0.01%
71
-13
1356
$9K ﹤0.01%
457
1357
$9K ﹤0.01%
263
+120
1358
$9K ﹤0.01%
185
+28
1359
$9K ﹤0.01%
300
1360
$9K ﹤0.01%
153
1361
$9K ﹤0.01%
251
1362
$9K ﹤0.01%
284
1363
$9K ﹤0.01%
193
1364
$9K ﹤0.01%
800
1365
$9K ﹤0.01%
120
1366
$9K ﹤0.01%
10,000
1367
$9K ﹤0.01%
+805
1368
$9K ﹤0.01%
82
+58
1369
$9K ﹤0.01%
118
-130
1370
$9K ﹤0.01%
140
1371
$9K ﹤0.01%
171
+6
1372
$9K ﹤0.01%
246
1373
$9K ﹤0.01%
960
+800
1374
$8K ﹤0.01%
152
1375
$8K ﹤0.01%
804
-381
53 54
55
56 57