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
2601
$3.74K ﹤0.01%
215
+83
2602
$3.73K ﹤0.01%
70
-21
2603
$3.69K ﹤0.01%
+46
2604
$3.68K ﹤0.01%
147
+17
2605
$3.68K ﹤0.01%
91
-98
2606
$3.67K ﹤0.01%
300
2607
$3.65K ﹤0.01%
117
+3
2608
$3.62K ﹤0.01%
56
2609
$3.6K ﹤0.01%
961
2610
$3.6K ﹤0.01%
91
+23
2611
$3.6K ﹤0.01%
+256
2612
$3.58K ﹤0.01%
500
2613
$3.58K ﹤0.01%
67
+19
2614
$3.57K ﹤0.01%
150
-9
2615
$3.55K ﹤0.01%
501
+116
2616
$3.55K ﹤0.01%
256
+48
2617
$3.54K ﹤0.01%
+172
2618
$3.52K ﹤0.01%
133
+3
2619
$3.51K ﹤0.01%
364
2620
$3.5K ﹤0.01%
300
2621
$3.48K ﹤0.01%
+125
2622
$3.45K ﹤0.01%
83
2623
$3.44K ﹤0.01%
32
+2
2624
$3.44K ﹤0.01%
122
-21
2625
$3.43K ﹤0.01%
+439
103 104
105
106 107