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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
$611M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.25M
3
+$1.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.47M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$968K
2
+$955K
3
+$519K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$447K
5
DXD icon
ProShares UltraShort Dow 30
DXD
+$431K

Sector Composition

1 Technology 7.57%
2 Financials 6.53%
3 Communication Services 5.67%
4 Healthcare 4.67%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$2K ﹤0.01%
180
1877
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70
1878
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46
1879
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77
+1
1880
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169
1881
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41
1882
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1883
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1884
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29
1885
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1886
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72
1887
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1888
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72
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1889
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1890
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83
1891
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13
1892
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244
-29
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1894
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+28
1895
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36
1896
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146
-18
1897
$2K ﹤0.01%
214
1898
$2K ﹤0.01%
231
1899
$2K ﹤0.01%
71
1900
$2K ﹤0.01%
33
74 75
76
77 78