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
1976
$1K ﹤0.01%
97
1977
$1K ﹤0.01%
93
1978
$1K ﹤0.01%
1
1979
$1K ﹤0.01%
25
1980
$1K ﹤0.01%
44
1981
$1K ﹤0.01%
32
1982
$1K ﹤0.01%
212
-3
1983
$1K ﹤0.01%
+28
1984
$1K ﹤0.01%
70
1985
$1K ﹤0.01%
+39
1986
$1K ﹤0.01%
+26
1987
$1K ﹤0.01%
+78
1988
$1K ﹤0.01%
+115
1989
$1K ﹤0.01%
36
-164
1990
$1K ﹤0.01%
69
+30
1991
$1K ﹤0.01%
+25
1992
$1K ﹤0.01%
23
1993
$1K ﹤0.01%
54
-94
1994
$1K ﹤0.01%
76
+41
1995
$1K ﹤0.01%
9
-16
1996
$1K ﹤0.01%
+96
1997
$1K ﹤0.01%
60
1998
$1K ﹤0.01%
+60
1999
$1K ﹤0.01%
16
-93
2000
$1K ﹤0.01%
30
78 79
80
81 82