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
2726
$2.52K ﹤0.01%
193
2727
$2.51K ﹤0.01%
313
+205
2728
$2.51K ﹤0.01%
169
2729
$2.5K ﹤0.01%
60
-383
2730
$2.49K ﹤0.01%
+61
2731
$2.49K ﹤0.01%
296
+223
2732
$2.48K ﹤0.01%
62
-58
2733
$2.48K ﹤0.01%
51
2734
$2.47K ﹤0.01%
45
2735
$2.46K ﹤0.01%
50
+27
2736
$2.45K ﹤0.01%
125
-68
2737
$2.45K ﹤0.01%
113
2738
$2.45K ﹤0.01%
15
-31
2739
$2.45K ﹤0.01%
98
-300
2740
$2.44K ﹤0.01%
176
-29
2741
$2.44K ﹤0.01%
154
+54
2742
$2.42K ﹤0.01%
346
+177
2743
$2.42K ﹤0.01%
74
2744
$2.4K ﹤0.01%
25
2745
$2.4K ﹤0.01%
167
2746
$2.4K ﹤0.01%
23
+2
2747
$2.4K ﹤0.01%
133
+38
2748
$2.38K ﹤0.01%
93
2749
$2.38K ﹤0.01%
77
2750
$2.37K ﹤0.01%
100
108 109
110
111 112