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
1751
$3K ﹤0.01%
132
+1
1752
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85
1753
$3K ﹤0.01%
646
+336
1754
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62
1755
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+69
1756
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100
1757
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40
1758
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1759
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1760
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69
-75
1761
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1762
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255
1764
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225
1765
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25
+1
1766
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58
1767
$3K ﹤0.01%
670
+63
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135
-54
1769
$3K ﹤0.01%
310
1770
$3K ﹤0.01%
+677
1771
$3K ﹤0.01%
63
1772
$3K ﹤0.01%
142
1773
$3K ﹤0.01%
35
1774
$3K ﹤0.01%
107
-25
1775
$3K ﹤0.01%
85
69 70
71
72 73