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
2876
$1.36K ﹤0.01%
47
2877
$1.36K ﹤0.01%
38
-28
2878
$1.36K ﹤0.01%
16
-4
2879
$1.36K ﹤0.01%
+191
2880
$1.33K ﹤0.01%
16
2881
$1.32K ﹤0.01%
+51
2882
$1.32K ﹤0.01%
24
2883
$1.31K ﹤0.01%
72
+46
2884
$1.31K ﹤0.01%
+151
2885
$1.29K ﹤0.01%
+41
2886
$1.29K ﹤0.01%
4,150
2887
$1.28K ﹤0.01%
+18
2888
$1.28K ﹤0.01%
+33
2889
$1.26K ﹤0.01%
+88
2890
$1.25K ﹤0.01%
+9
2891
$1.25K ﹤0.01%
1,000
2892
$1.25K ﹤0.01%
142
-86
2893
$1.23K ﹤0.01%
+27
2894
$1.23K ﹤0.01%
204
2895
$1.23K ﹤0.01%
620
+356
2896
$1.22K ﹤0.01%
135
-258
2897
$1.21K ﹤0.01%
69
2898
$1.21K ﹤0.01%
360
-55
2899
$1.2K ﹤0.01%
+79
2900
$1.2K ﹤0.01%
228
+172
114 115
116
117 118