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
1901
$2K ﹤0.01%
19
+3
1902
$2K ﹤0.01%
34
1903
$2K ﹤0.01%
34
1904
$2K ﹤0.01%
150
1905
$2K ﹤0.01%
47
1906
$2K ﹤0.01%
121
-11
1907
$2K ﹤0.01%
208
-1,551
1908
$2K ﹤0.01%
40
1909
$2K ﹤0.01%
+274
1910
$2K ﹤0.01%
41
1911
$2K ﹤0.01%
21
-85
1912
$2K ﹤0.01%
93
1913
$2K ﹤0.01%
81
1914
$2K ﹤0.01%
60
-67
1915
$2K ﹤0.01%
97
+16
1916
$2K ﹤0.01%
129
1917
$2K ﹤0.01%
273
+263
1918
$2K ﹤0.01%
100
1919
$2K ﹤0.01%
80
1920
$2K ﹤0.01%
35
1921
$2K ﹤0.01%
79
1922
$2K ﹤0.01%
+141
1923
$2K ﹤0.01%
+41
1924
$2K ﹤0.01%
27
1925
$2K ﹤0.01%
72
75 76
77
78 79