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
401
$817K 0.02%
4,443
-208
402
$813K 0.02%
3,964
-221
403
$812K 0.02%
2,468
+348
404
$812K 0.02%
21,021
+1,457
405
$809K 0.02%
10,638
+1,573
406
$809K 0.02%
42,690
+6,646
407
$807K 0.02%
6,172
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408
$807K 0.02%
5,416
+959
409
$788K 0.02%
19,860
+648
410
$785K 0.02%
62,565
-2,866
411
$784K 0.02%
21,213
+98
412
$782K 0.02%
5,657
-95
413
$780K 0.02%
3,966
-344
414
$779K 0.02%
47,939
+9,706
415
$778K 0.02%
4,777
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416
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7,537
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417
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-160
418
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8,554
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419
$766K 0.02%
6,647
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420
$764K 0.02%
9,853
+305
421
$758K 0.02%
6,014
-4,446
422
$750K 0.02%
6,539
+2,098
423
$747K 0.02%
35,264
+1,970
424
$741K 0.02%
5,888
+186
425
$732K 0.02%
12,830
+2,728
15 16
17
18 19