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
3251
$61 ﹤0.01%
+1
3252
$59 ﹤0.01%
20
3253
$57 ﹤0.01%
1
3254
$56 ﹤0.01%
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3255
$50 ﹤0.01%
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3256
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1
3257
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1
3258
$41 ﹤0.01%
5
-2
3259
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+1
3260
$38 ﹤0.01%
4,168
3261
$36 ﹤0.01%
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3262
$34 ﹤0.01%
2
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3265
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3266
$30 ﹤0.01%
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3267
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3268
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3270
0
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$18 ﹤0.01%
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3272
$18 ﹤0.01%
+10
3273
$17 ﹤0.01%
1
3274
$15 ﹤0.01%
4
3275
$15 ﹤0.01%
2