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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
1926
$2K ﹤0.01%
195
1927
$2K ﹤0.01%
+61
1928
$2K ﹤0.01%
+195
1929
$2K ﹤0.01%
26
+10
1930
$2K ﹤0.01%
+110
1931
$2K ﹤0.01%
24
1932
$2K ﹤0.01%
+50
1933
$2K ﹤0.01%
+72
1934
$2K ﹤0.01%
1
-1
1935
$2K ﹤0.01%
+212
1936
$2K ﹤0.01%
32
1937
$2K ﹤0.01%
95
1938
$2K ﹤0.01%
90
1939
$2K ﹤0.01%
128
-162
1940
$2K ﹤0.01%
+374
1941
$2K ﹤0.01%
135
1942
$2K ﹤0.01%
21
-85
1943
$2K ﹤0.01%
34
-96
1944
$2K ﹤0.01%
53
1945
$2K ﹤0.01%
+140
1946
$2K ﹤0.01%
+197
1947
$2K ﹤0.01%
188
-267
1948
$2K ﹤0.01%
27
1949
$2K ﹤0.01%
120
1950
$2K ﹤0.01%
39
-42
76 77
78
79 80