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
2651
$3.16K ﹤0.01%
47
+21
2652
$3.14K ﹤0.01%
+123
2653
$3.14K ﹤0.01%
239
-411
2654
$3.14K ﹤0.01%
382
+95
2655
$3.14K ﹤0.01%
+179
2656
$3.13K ﹤0.01%
24
+5
2657
$3.13K ﹤0.01%
67
+49
2658
$3.1K ﹤0.01%
+344
2659
$3.1K ﹤0.01%
49
+1
2660
$3.1K ﹤0.01%
166
2661
$3.07K ﹤0.01%
33
2662
$3.02K ﹤0.01%
22
2663
$3.02K ﹤0.01%
109
-689
2664
$3.02K ﹤0.01%
55
+13
2665
$3.01K ﹤0.01%
244
-10
2666
$2.99K ﹤0.01%
261
2667
$2.96K ﹤0.01%
73
-8
2668
$2.96K ﹤0.01%
182
2669
$2.94K ﹤0.01%
85
2670
$2.94K ﹤0.01%
287
2671
$2.93K ﹤0.01%
59
-361
2672
$2.93K ﹤0.01%
1,000
2673
$2.92K ﹤0.01%
160
2674
$2.9K ﹤0.01%
80
2675
$2.87K ﹤0.01%
242
105 106
107
108 109