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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
1926
$2K ﹤0.01%
30
1927
$2K ﹤0.01%
21
1928
$2K ﹤0.01%
28
1929
$2K ﹤0.01%
113
1930
$2K ﹤0.01%
25
1931
$2K ﹤0.01%
40
1932
$2K ﹤0.01%
130
1933
$2K ﹤0.01%
91
1934
$2K ﹤0.01%
453
1935
$2K ﹤0.01%
+2,190
1936
$2K ﹤0.01%
110
1937
$2K ﹤0.01%
12
1938
$2K ﹤0.01%
92
1939
$2K ﹤0.01%
242
1940
$2K ﹤0.01%
270
1941
$2K ﹤0.01%
142
-875
1942
$2K ﹤0.01%
95
1943
$1K ﹤0.01%
+61
1944
$1K ﹤0.01%
20
1945
$1K ﹤0.01%
211
1946
$1K ﹤0.01%
150
1947
$1K ﹤0.01%
49
1948
$1K ﹤0.01%
71
-3
1949
$1K ﹤0.01%
32
1950
$1K ﹤0.01%
17
76 77
78
79 80