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
2751
$2.36K ﹤0.01%
24
+10
2752
$2.36K ﹤0.01%
212
2753
$2.36K ﹤0.01%
225
2754
$2.35K ﹤0.01%
41
2755
$2.34K ﹤0.01%
1,550
+1,450
2756
$2.33K ﹤0.01%
+656
2757
$2.33K ﹤0.01%
104
+80
2758
$2.33K ﹤0.01%
14
-5
2759
$2.32K ﹤0.01%
141
+20
2760
$2.32K ﹤0.01%
157
2761
$2.3K ﹤0.01%
65
+12
2762
$2.3K ﹤0.01%
171
-22
2763
$2.3K ﹤0.01%
181
+119
2764
$2.29K ﹤0.01%
337
+126
2765
$2.29K ﹤0.01%
57
+52
2766
$2.27K ﹤0.01%
164
+27
2767
$2.26K ﹤0.01%
62
2768
$2.22K ﹤0.01%
39
+13
2769
$2.21K ﹤0.01%
44
2770
$2.17K ﹤0.01%
84
-1
2771
$2.16K ﹤0.01%
65
2772
$2.15K ﹤0.01%
205
+193
2773
$2.15K ﹤0.01%
58
2774
$2.14K ﹤0.01%
23
2775
$2.13K ﹤0.01%
185
+5
109 110
111
112 113