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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
$530M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,349
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.37M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$10.6M
2
+$1.64M
3
+$1.29M
4
LUMN icon
Lumen
LUMN
+$695K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$615K

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
1726
$4K ﹤0.01%
293
1727
$4K ﹤0.01%
+145
1728
$4K ﹤0.01%
99
-69
1729
$3K ﹤0.01%
+57
1730
$3K ﹤0.01%
50
-54
1731
$3K ﹤0.01%
272
+207
1732
$3K ﹤0.01%
255
1733
$3K ﹤0.01%
225
1734
$3K ﹤0.01%
+80
1735
$3K ﹤0.01%
25
+1
1736
$3K ﹤0.01%
58
1737
$3K ﹤0.01%
670
+63
1738
$3K ﹤0.01%
255
1739
$3K ﹤0.01%
125
1740
$3K ﹤0.01%
226
1741
$3K ﹤0.01%
69
-75
1742
$3K ﹤0.01%
+78
1743
$3K ﹤0.01%
135
-54
1744
$3K ﹤0.01%
310
1745
$3K ﹤0.01%
+677
1746
$3K ﹤0.01%
63
1747
$3K ﹤0.01%
142
1748
$3K ﹤0.01%
35
1749
$3K ﹤0.01%
107
-25
1750
$3K ﹤0.01%
+108
68 69
70
71 72