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
1826
$3K ﹤0.01%
100
1827
$3K ﹤0.01%
+42
1828
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+93
1829
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+219
1830
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646
+336
1831
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62
1832
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127
+1
1833
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+33
1834
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157
-496
1835
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1836
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1837
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1838
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43
1839
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+51
1840
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+1,051
1841
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34
+5
1842
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1843
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22
1844
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32
-25
1845
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1846
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77
1847
$2K ﹤0.01%
178
1848
$2K ﹤0.01%
+71
1849
$2K ﹤0.01%
200
1850
$2K ﹤0.01%
94
-33
72 73
74
75 76