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
1601
$5K ﹤0.01%
+460
1602
$5K ﹤0.01%
237
1603
$5K ﹤0.01%
1,590
1604
$5K ﹤0.01%
131
+21
1605
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+35
1606
$5K ﹤0.01%
234
1607
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320
+37
1608
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100
1609
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70
+18
1610
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60
-45
1611
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149
1612
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79
+2
1613
$5K ﹤0.01%
+228
1614
$5K ﹤0.01%
375
1615
$5K ﹤0.01%
300
1616
$5K ﹤0.01%
+83
1617
$5K ﹤0.01%
170
1618
$5K ﹤0.01%
+48
1619
$5K ﹤0.01%
102
1620
$5K ﹤0.01%
60
+13
1621
$5K ﹤0.01%
+1,652
1622
$5K ﹤0.01%
156
+7
1623
$5K ﹤0.01%
48
-41
1624
$5K ﹤0.01%
+342
1625
$5K ﹤0.01%
27
+16