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
1701
$4K ﹤0.01%
240
1702
$4K ﹤0.01%
+69
1703
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181
1704
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52
1705
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40
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1706
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1707
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1708
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127
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1709
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1710
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195
+155
1711
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1712
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1713
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135
+65
1714
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1715
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+458
1716
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62
+30
1717
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1718
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76
+65
1719
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1720
$4K ﹤0.01%
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1721
$4K ﹤0.01%
140
1722
$4K ﹤0.01%
+99
1723
$4K ﹤0.01%
84
-47
1724
$4K ﹤0.01%
50
+49
1725
$4K ﹤0.01%
+23