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
1801
$3K ﹤0.01%
144
1802
$3K ﹤0.01%
111
1803
$3K ﹤0.01%
102
1804
$3K ﹤0.01%
72
-532
1805
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108
1806
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60
1807
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66
1808
$3K ﹤0.01%
+39
1809
$3K ﹤0.01%
+114
1810
$3K ﹤0.01%
29
1811
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+106
1812
$3K ﹤0.01%
17
-20
1813
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225
1814
$3K ﹤0.01%
+88
1815
$3K ﹤0.01%
450
+255
1816
$3K ﹤0.01%
+74
1817
$3K ﹤0.01%
71
1818
$3K ﹤0.01%
79
1819
$3K ﹤0.01%
51
+36
1820
$3K ﹤0.01%
75
+38
1821
$3K ﹤0.01%
372
1822
$3K ﹤0.01%
117
-43
1823
$3K ﹤0.01%
52
1824
$3K ﹤0.01%
295
1825
$3K ﹤0.01%
42
+3
71 72
73
74 75