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
2926
$1.05K ﹤0.01%
170
+95
2927
$1.05K ﹤0.01%
79
2928
$1.04K ﹤0.01%
50
+7
2929
$1.04K ﹤0.01%
27
2930
$1.04K ﹤0.01%
93
-10
2931
$1.04K ﹤0.01%
46
-97
2932
$1.04K ﹤0.01%
100
2933
$1.04K ﹤0.01%
67
+28
2934
$1.04K ﹤0.01%
84
+41
2935
$1.03K ﹤0.01%
30
2936
$1.03K ﹤0.01%
107
2937
$1.03K ﹤0.01%
55
2938
$1.03K ﹤0.01%
121
-1,904
2939
$1.03K ﹤0.01%
21
2940
$1.02K ﹤0.01%
144
+123
2941
$1K ﹤0.01%
250
-369
2942
$992 ﹤0.01%
+32
2943
$988 ﹤0.01%
39
2944
$987 ﹤0.01%
32
2945
$983 ﹤0.01%
60
+55
2946
$978 ﹤0.01%
174
+28
2947
$978 ﹤0.01%
9
-8
2948
$974 ﹤0.01%
12
2949
$973 ﹤0.01%
+24
2950
$966 ﹤0.01%
+12
116 117
118
119 120