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
2901
$1.19K ﹤0.01%
+4
2902
$1.18K ﹤0.01%
+32
2903
$1.18K ﹤0.01%
300
2904
$1.18K ﹤0.01%
17
+4
2905
$1.17K ﹤0.01%
277
+131
2906
$1.16K ﹤0.01%
+100
2907
$1.16K ﹤0.01%
100
2908
$1.15K ﹤0.01%
+225
2909
$1.15K ﹤0.01%
65
-112
2910
$1.14K ﹤0.01%
44
+22
2911
$1.12K ﹤0.01%
150
2912
$1.11K ﹤0.01%
8,000
2913
$1.1K ﹤0.01%
40
2914
$1.1K ﹤0.01%
+41
2915
$1.1K ﹤0.01%
235
-138
2916
$1.09K ﹤0.01%
106
-973
2917
$1.09K ﹤0.01%
22
+2
2918
$1.09K ﹤0.01%
+40
2919
$1.09K ﹤0.01%
61
-1,000
2920
$1.08K ﹤0.01%
57
+38
2921
$1.08K ﹤0.01%
+249
2922
$1.08K ﹤0.01%
84
2923
$1.07K ﹤0.01%
65
+8
2924
$1.06K ﹤0.01%
45
-105
2925
$1.05K ﹤0.01%
+250
115 116
117
118 119