PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
1601
$5K ﹤0.01%
421
-31
1602
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1603
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195
+12
1604
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1605
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1606
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389
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1607
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1608
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1609
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365
1610
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1,157
1611
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25
1612
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1613
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1614
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1615
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1616
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1617
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1618
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1619
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+109
1620
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1
1621
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+10
1622
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68
-4
1623
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106
1624
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209
1625
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293