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
2676
$2.86K ﹤0.01%
237
+42
2677
$2.86K ﹤0.01%
109
+48
2678
$2.84K ﹤0.01%
42
-17
2679
$2.83K ﹤0.01%
244
-227
2680
$2.83K ﹤0.01%
88
2681
$2.83K ﹤0.01%
155
-71
2682
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54
-557
2683
$2.8K ﹤0.01%
329
2684
$2.79K ﹤0.01%
123
+30
2685
$2.79K ﹤0.01%
32
2686
$2.78K ﹤0.01%
138
-30
2687
$2.78K ﹤0.01%
42
2688
$2.77K ﹤0.01%
+96
2689
$2.77K ﹤0.01%
678
+51
2690
$2.76K ﹤0.01%
375
-478
2691
$2.75K ﹤0.01%
45
2692
$2.75K ﹤0.01%
37
2693
$2.75K ﹤0.01%
340
-425
2694
$2.75K ﹤0.01%
+71
2695
$2.74K ﹤0.01%
276
2696
$2.73K ﹤0.01%
571
2697
$2.73K ﹤0.01%
53
+36
2698
$2.73K ﹤0.01%
672
2699
$2.73K ﹤0.01%
21
-1
2700
$2.71K ﹤0.01%
90
+9
106 107
108
109 110