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
1501
$6K ﹤0.01%
272
1502
$6K ﹤0.01%
118
1503
$6K ﹤0.01%
295
1504
$6K ﹤0.01%
68
1505
$6K ﹤0.01%
64
1506
$6K ﹤0.01%
103
+88
1507
$6K ﹤0.01%
149
1508
$6K ﹤0.01%
327
1509
$6K ﹤0.01%
200
-600
1510
$6K ﹤0.01%
70
+17
1511
$6K ﹤0.01%
403
1512
$6K ﹤0.01%
75
+51
1513
$6K ﹤0.01%
85
1514
$6K ﹤0.01%
195
1515
$6K ﹤0.01%
102
1516
$6K ﹤0.01%
210
1517
$6K ﹤0.01%
+704
1518
$6K ﹤0.01%
94
1519
$6K ﹤0.01%
52
1520
$6K ﹤0.01%
156
1521
$6K ﹤0.01%
341
1522
$6K ﹤0.01%
411
1523
$6K ﹤0.01%
480
1524
$6K ﹤0.01%
149
1525
$6K ﹤0.01%
415