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
1501
$6K ﹤0.01%
113
1502
$6K ﹤0.01%
120
1503
$6K ﹤0.01%
122
-30
1504
$6K ﹤0.01%
226
+33
1505
$6K ﹤0.01%
210
1506
$6K ﹤0.01%
+436
1507
$6K ﹤0.01%
314
+183
1508
$6K ﹤0.01%
80
1509
$6K ﹤0.01%
125
1510
$6K ﹤0.01%
392
1511
$6K ﹤0.01%
112
1512
$6K ﹤0.01%
310
-347
1513
$6K ﹤0.01%
226
-52
1514
$6K ﹤0.01%
247
1515
$6K ﹤0.01%
115
1516
$6K ﹤0.01%
+4,157
1517
$6K ﹤0.01%
340
-235
1518
$6K ﹤0.01%
163
1519
$6K ﹤0.01%
250
1520
$6K ﹤0.01%
227
+3
1521
$6K ﹤0.01%
221
+30
1522
$6K ﹤0.01%
163
+108
1523
$6K ﹤0.01%
283
+83
1524
$6K ﹤0.01%
172
+18
1525
$6K ﹤0.01%
145
+16