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%
120
1502
$6K ﹤0.01%
122
-30
1503
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226
+33
1504
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392
1505
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112
1506
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310
-347
1507
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+4,157
1508
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340
-235
1509
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1510
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250
1511
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+3
1512
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+30
1513
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1514
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228
1515
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328
+132
1516
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+108
1517
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283
+83
1518
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+18
1519
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1520
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+152
1521
$6K ﹤0.01%
38
-5
1522
$6K ﹤0.01%
162
1523
$6K ﹤0.01%
78
1524
$6K ﹤0.01%
567
+5
1525
$6K ﹤0.01%
127
-1,342