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
1701
$4K ﹤0.01%
196
1702
$4K ﹤0.01%
71
1703
$4K ﹤0.01%
523
+91
1704
$4K ﹤0.01%
+247
1705
$4K ﹤0.01%
29
1706
$4K ﹤0.01%
172
-51
1707
$3K ﹤0.01%
45
1708
$3K ﹤0.01%
58
+52
1709
$3K ﹤0.01%
57
1710
$3K ﹤0.01%
137
1711
$3K ﹤0.01%
64
1712
$3K ﹤0.01%
68
1713
$3K ﹤0.01%
57
1714
$3K ﹤0.01%
469
+72
1715
$3K ﹤0.01%
51
1716
$3K ﹤0.01%
16
+6
1717
$3K ﹤0.01%
48
1718
$3K ﹤0.01%
330
-151
1719
$3K ﹤0.01%
225
1720
$3K ﹤0.01%
+331
1721
$3K ﹤0.01%
25
1722
$3K ﹤0.01%
58
1723
$3K ﹤0.01%
64
1724
$3K ﹤0.01%
95
1725
$3K ﹤0.01%
255
67 68
69
70 71