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
2826
$1.72K ﹤0.01%
286
+78
2827
$1.72K ﹤0.01%
101
-793
2828
$1.71K ﹤0.01%
77
2829
$1.7K ﹤0.01%
400
2830
$1.69K ﹤0.01%
223
2831
$1.68K ﹤0.01%
465
2832
$1.66K ﹤0.01%
44
2833
$1.66K ﹤0.01%
600
2834
$1.66K ﹤0.01%
84
+52
2835
$1.65K ﹤0.01%
73
2836
$1.65K ﹤0.01%
152
-836
2837
$1.64K ﹤0.01%
82
-1,000
2838
$1.63K ﹤0.01%
+20
2839
$1.62K ﹤0.01%
303
-986
2840
$1.61K ﹤0.01%
17
2841
$1.6K ﹤0.01%
166
-255
2842
$1.6K ﹤0.01%
490
2843
$1.58K ﹤0.01%
186
+78
2844
$1.57K ﹤0.01%
+99
2845
$1.55K ﹤0.01%
+77
2846
$1.55K ﹤0.01%
79
-1,923
2847
$1.54K ﹤0.01%
8
2848
$1.54K ﹤0.01%
391
2849
$1.53K ﹤0.01%
102
+9
2850
$1.53K ﹤0.01%
501
112 113
114
115 116