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
1451
$7K ﹤0.01%
107
+42
1452
$7K ﹤0.01%
+115
1453
$7K ﹤0.01%
162
-31
1454
$7K ﹤0.01%
223
+20
1455
$7K ﹤0.01%
116
+52
1456
$7K ﹤0.01%
+141
1457
$7K ﹤0.01%
135
+6
1458
$7K ﹤0.01%
207
1459
$7K ﹤0.01%
345
+279
1460
$7K ﹤0.01%
225
1461
$7K ﹤0.01%
279
+21
1462
$7K ﹤0.01%
69
+11
1463
$7K ﹤0.01%
+222
1464
$7K ﹤0.01%
92
+47
1465
$7K ﹤0.01%
400
1466
$7K ﹤0.01%
98
1467
$7K ﹤0.01%
1,696
+848
1468
$7K ﹤0.01%
310
+38
1469
$7K ﹤0.01%
60
+8
1470
$7K ﹤0.01%
109
+86
1471
$7K ﹤0.01%
176
+21
1472
$7K ﹤0.01%
455
1473
$7K ﹤0.01%
260
+9
1474
$7K ﹤0.01%
432
+116
1475
$7K ﹤0.01%
85