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
1476
$6K ﹤0.01%
163
1477
$6K ﹤0.01%
221
1478
$6K ﹤0.01%
444
1479
$6K ﹤0.01%
98
1480
$6K ﹤0.01%
94
1481
$6K ﹤0.01%
147
1482
$6K ﹤0.01%
265
1483
$6K ﹤0.01%
328
1484
$6K ﹤0.01%
192
-18
1485
$6K ﹤0.01%
283
1486
$6K ﹤0.01%
347
-55
1487
$6K ﹤0.01%
131
1488
$6K ﹤0.01%
+276
1489
$6K ﹤0.01%
584
+6
1490
$6K ﹤0.01%
175
+69
1491
$6K ﹤0.01%
1,719
+89
1492
$6K ﹤0.01%
182
1493
$6K ﹤0.01%
91
1494
$6K ﹤0.01%
228
1495
$6K ﹤0.01%
375
1496
$6K ﹤0.01%
263
+1
1497
$6K ﹤0.01%
127
1498
$6K ﹤0.01%
317
1499
$6K ﹤0.01%
170
1500
$6K ﹤0.01%
280