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
2851
$1.53K ﹤0.01%
+85
2852
$1.51K ﹤0.01%
777
2853
$1.51K ﹤0.01%
181
2854
$1.51K ﹤0.01%
+117
2855
$1.51K ﹤0.01%
32
+26
2856
$1.5K ﹤0.01%
254
+24
2857
$1.5K ﹤0.01%
42
+37
2858
$1.5K ﹤0.01%
70
-67
2859
$1.49K ﹤0.01%
54
-269
2860
$1.48K ﹤0.01%
25
2861
$1.48K ﹤0.01%
217
2862
$1.48K ﹤0.01%
+231
2863
$1.44K ﹤0.01%
172
+102
2864
$1.44K ﹤0.01%
338
2865
$1.43K ﹤0.01%
57
2866
$1.43K ﹤0.01%
37
2867
$1.43K ﹤0.01%
132
2868
$1.42K ﹤0.01%
+62
2869
$1.41K ﹤0.01%
126
+49
2870
$1.39K ﹤0.01%
+15
2871
$1.39K ﹤0.01%
53
+27
2872
$1.38K ﹤0.01%
55
2873
$1.37K ﹤0.01%
26
+15
2874
$1.36K ﹤0.01%
+144
2875
$1.36K ﹤0.01%
43
-557
113 114
115
116 117