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
851
$210K 0.01%
50,497
+4,970
852
$209K 0.01%
1,217
-73
853
$208K 0.01%
2,680
854
$208K 0.01%
4,419
+36
855
$208K 0.01%
2,331
+64
856
$207K 0.01%
9,315
-40
857
$207K 0.01%
48,837
+2,976
858
$206K 0.01%
12,694
+465
859
$206K 0.01%
4,030
+19
860
$205K 0.01%
8,199
+571
861
$205K 0.01%
2,345
-169
862
$203K 0.01%
4,189
-771
863
$202K 0.01%
6,055
+2,036
864
$201K 0.01%
3,775
+197
865
$201K 0.01%
4,294
+1,084
866
$201K 0.01%
2,538
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867
$200K 0.01%
3,960
-1
868
$200K 0.01%
3,732
+64
869
$198K 0.01%
1,715
+377
870
$197K 0.01%
1,593
+25
871
$197K 0.01%
1,083
+107
872
$196K 0.01%
4,001
+47
873
$195K 0.01%
46,426
-485
874
$195K 0.01%
1,654
+120
875
$194K 0.01%
1,949
-225
33 34
35
36 37