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
826
$221K 0.01%
4,310
+3,963
827
$221K 0.01%
10,401
-161
828
$220K 0.01%
1,825
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829
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20,028
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830
$220K 0.01%
21,416
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831
$219K 0.01%
3,202
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832
$219K 0.01%
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833
$219K 0.01%
2,871
+2,609
834
$219K 0.01%
1,772
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835
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15,519
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836
$218K 0.01%
5,086
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$217K 0.01%
2,924
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838
$216K 0.01%
54,767
839
$215K 0.01%
3,799
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840
$215K 0.01%
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841
$214K 0.01%
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842
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9,630
843
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23,508
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4,291
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845
$212K 0.01%
5,992
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846
$212K 0.01%
3,051
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847
$211K 0.01%
8,716
-4,459
848
$210K 0.01%
1,416
+75
849
$210K 0.01%
9,444
850
$210K 0.01%
3,818
-802
32 33
34
35 36