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
1426
$7K ﹤0.01%
400
+112
1427
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350
1428
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431
-1,248
1429
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678
+570
1430
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224
1431
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167
+93
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575
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1436
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1437
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1,932
+1,012
1438
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64
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1439
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53
1440
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129
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1442
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342
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1444
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1445
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258
1446
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1447
$7K ﹤0.01%
67
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1448
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172
1449
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161
+26
1450
$7K ﹤0.01%
392
-36