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
1376
$8K ﹤0.01%
+1,320
1377
$8K ﹤0.01%
249
+78
1378
$8K ﹤0.01%
450
1379
$8K ﹤0.01%
300
1380
$8K ﹤0.01%
+132
1381
$8K ﹤0.01%
86
+16
1382
$8K ﹤0.01%
375
1383
$8K ﹤0.01%
141
1384
$8K ﹤0.01%
244
1385
$8K ﹤0.01%
503
+380
1386
$8K ﹤0.01%
209
1387
$8K ﹤0.01%
+263
1388
$8K ﹤0.01%
29
1389
$8K ﹤0.01%
345
+5
1390
$8K ﹤0.01%
738
-538
1391
$8K ﹤0.01%
+75
1392
$8K ﹤0.01%
503
-1,125
1393
$8K ﹤0.01%
378
+154
1394
$8K ﹤0.01%
149
+115
1395
$8K ﹤0.01%
67
+34
1396
$8K ﹤0.01%
+2,111
1397
$8K ﹤0.01%
1,060
-287
1398
$8K ﹤0.01%
152
1399
$8K ﹤0.01%
804
-381
1400
$8K ﹤0.01%
466
54 55
56
57 58