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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
1826
$3K ﹤0.01%
67
-45
1827
$3K ﹤0.01%
141
+76
1828
$3K ﹤0.01%
100
1829
$3K ﹤0.01%
40
1830
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100
1831
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98
1832
$3K ﹤0.01%
199
1833
$3K ﹤0.01%
50
1834
$2K ﹤0.01%
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1835
$2K ﹤0.01%
46
-124
1836
$2K ﹤0.01%
+253
1837
$2K ﹤0.01%
28
1838
$2K ﹤0.01%
51
1839
$2K ﹤0.01%
38
-158
1840
$2K ﹤0.01%
+89
1841
$2K ﹤0.01%
52
1842
$2K ﹤0.01%
94
+10
1843
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+94
1844
$2K ﹤0.01%
76
1845
$2K ﹤0.01%
+65
1846
$2K ﹤0.01%
43
1847
$2K ﹤0.01%
+51
1848
$2K ﹤0.01%
+1,051
1849
$2K ﹤0.01%
34
+5
1850
$2K ﹤0.01%
72
72 73
74
75 76