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
1726
$4K ﹤0.01%
334
1727
$4K ﹤0.01%
213
1728
$4K ﹤0.01%
140
1729
$4K ﹤0.01%
+99
1730
$3K ﹤0.01%
+57
1731
$3K ﹤0.01%
72
+51
1732
$3K ﹤0.01%
109
-97
1733
$3K ﹤0.01%
53
1734
$3K ﹤0.01%
+69
1735
$3K ﹤0.01%
119
1736
$3K ﹤0.01%
+97
1737
$3K ﹤0.01%
96
+5
1738
$3K ﹤0.01%
67
+3
1739
$3K ﹤0.01%
120
1740
$3K ﹤0.01%
155
1741
$3K ﹤0.01%
50
1742
$3K ﹤0.01%
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1743
$3K ﹤0.01%
57
1744
$3K ﹤0.01%
+35
1745
$3K ﹤0.01%
50
1746
$3K ﹤0.01%
53
1747
$3K ﹤0.01%
+400
1748
$3K ﹤0.01%
+65
1749
$3K ﹤0.01%
+270
1750
$3K ﹤0.01%
+83
68 69
70
71 72