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
1951
$2K ﹤0.01%
+374
1952
$2K ﹤0.01%
135
1953
$1K ﹤0.01%
+108
1954
$1K ﹤0.01%
15
1955
$1K ﹤0.01%
109
+99
1956
$1K ﹤0.01%
21
1957
$1K ﹤0.01%
+70
1958
$1K ﹤0.01%
+128
1959
$1K ﹤0.01%
11
+4
1960
$1K ﹤0.01%
55
-124
1961
$1K ﹤0.01%
24
1962
$1K ﹤0.01%
78
-4,200
1963
$1K ﹤0.01%
+42
1964
$1K ﹤0.01%
194
+160
1965
$1K ﹤0.01%
39
-18
1966
$1K ﹤0.01%
+154
1967
$1K ﹤0.01%
20
-67
1968
$1K ﹤0.01%
+32
1969
$1K ﹤0.01%
+68
1970
$1K ﹤0.01%
+60
1971
$1K ﹤0.01%
17
1972
$1K ﹤0.01%
30
1973
$1K ﹤0.01%
+61
1974
$1K ﹤0.01%
95
+35
1975
$1K ﹤0.01%
27
77 78
79
80 81