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
3126
$339 ﹤0.01%
7
3127
$339 ﹤0.01%
+28
3128
$339 ﹤0.01%
19
3129
$324 ﹤0.01%
12
-2
3130
$322 ﹤0.01%
+30
3131
$321 ﹤0.01%
12
3132
$317 ﹤0.01%
40
3133
$314 ﹤0.01%
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3134
$311 ﹤0.01%
70
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3135
$302 ﹤0.01%
49
+35
3136
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334
3137
$300 ﹤0.01%
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-191
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$300 ﹤0.01%
46
-4
3139
$298 ﹤0.01%
5
3140
$292 ﹤0.01%
10
3141
$291 ﹤0.01%
28
3142
$289 ﹤0.01%
37
3143
$284 ﹤0.01%
2
3144
$283 ﹤0.01%
+64
3145
$281 ﹤0.01%
+45
3146
$278 ﹤0.01%
+22
3147
$274 ﹤0.01%
20
3148
$271 ﹤0.01%
4
3149
$270 ﹤0.01%
+157
3150
$270 ﹤0.01%
11
-181
124 125
126
127 128