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
$3.9B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,503
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$54.6M
3
+$7.74M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.93M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$5.89M

Top Sells

1
+$54.2M
2
+$45.6M
3
+$9.52M
4
NVDA icon
NVIDIA
NVDA
+$5.49M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.84M

Sector Composition

1 Technology 16.6%
2 Healthcare 8.57%
3 Financials 6.54%
4 Communication Services 5.05%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$5.01K ﹤0.01%
79
-4
2527
$5.01K ﹤0.01%
228
-725
2528
$5.01K ﹤0.01%
73
2529
$5K ﹤0.01%
90
+31
2530
$5K ﹤0.01%
67
+13
2531
$4.99K ﹤0.01%
+197
2532
$4.98K ﹤0.01%
314
-55
2533
$4.98K ﹤0.01%
216
2534
$4.96K ﹤0.01%
526
+71
2535
$4.94K ﹤0.01%
766
+15
2536
$4.91K ﹤0.01%
160
+58
2537
$4.91K ﹤0.01%
204
2538
$4.88K ﹤0.01%
1,007
+410
2539
$4.88K ﹤0.01%
1,436
-440
2540
$4.83K ﹤0.01%
83
+11
2541
$4.82K ﹤0.01%
39
-36
2542
$4.82K ﹤0.01%
218
+160
2543
$4.81K ﹤0.01%
128
2544
$4.73K ﹤0.01%
63
2545
$4.71K ﹤0.01%
630
2546
$4.69K ﹤0.01%
236
+125
2547
$4.68K ﹤0.01%
221
+4
2548
$4.64K ﹤0.01%
36
+14
2549
$4.63K ﹤0.01%
177
-12
2550
$4.61K ﹤0.01%
93
+15
100 101
102
103 104