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
1676
$4K ﹤0.01%
148
-19
1677
$4K ﹤0.01%
+950
1678
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181
1679
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107
1680
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131
+17
1681
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113
+11
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137
+19
1683
$4K ﹤0.01%
1,073
1684
$4K ﹤0.01%
328
-1,000
1685
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81
1686
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22
-34
1687
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304
1688
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89
1689
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170
+84
1690
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51
1691
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58
+7
1692
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35
1693
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586
1694
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306
-1,241
1695
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104
+4
1696
$4K ﹤0.01%
91
-52
1697
$4K ﹤0.01%
300
1698
$4K ﹤0.01%
218
+149
1699
$4K ﹤0.01%
99
-69
1700
$4K ﹤0.01%
81
+1
66 67
68
69 70