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
2576
$4.11K ﹤0.01%
368
+128
2577
$4.11K ﹤0.01%
3,000
2578
$4.11K ﹤0.01%
300
2579
$4.1K ﹤0.01%
1,038
-34
2580
$4.05K ﹤0.01%
97
2581
$4.04K ﹤0.01%
186
+9
2582
$4.03K ﹤0.01%
1,626
+332
2583
$4.03K ﹤0.01%
155
-438
2584
$4.02K ﹤0.01%
1,918
+805
2585
$3.99K ﹤0.01%
144
2586
$3.97K ﹤0.01%
299
-22
2587
$3.96K ﹤0.01%
361
+5
2588
$3.95K ﹤0.01%
267
-147
2589
$3.95K ﹤0.01%
132
+2
2590
$3.93K ﹤0.01%
1,836
+1,486
2591
$3.92K ﹤0.01%
171
+37
2592
$3.87K ﹤0.01%
74
2593
$3.86K ﹤0.01%
71
-14
2594
$3.86K ﹤0.01%
58
2595
$3.85K ﹤0.01%
3,289
2596
$3.83K ﹤0.01%
98
+23
2597
$3.82K ﹤0.01%
29
-6
2598
$3.79K ﹤0.01%
394
2599
$3.78K ﹤0.01%
+212
2600
$3.77K ﹤0.01%
118
-36
102 103
104
105 106