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
876
$194K 0.01%
7,074
877
$194K 0.01%
1,648
+7
878
$194K 0.01%
3,692
+51
879
$193K 0.01%
2,623
+75
880
$191K ﹤0.01%
1,026
+18
881
$191K ﹤0.01%
7,674
-774
882
$191K ﹤0.01%
13,533
-3,844
883
$191K ﹤0.01%
1,939
+211
884
$190K ﹤0.01%
2,658
+46
885
$190K ﹤0.01%
2,603
886
$190K ﹤0.01%
2,000
+255
887
$189K ﹤0.01%
1,212
+15
888
$189K ﹤0.01%
1,374
-574
889
$188K ﹤0.01%
2,171
+1,632
890
$187K ﹤0.01%
10,642
+733
891
$186K ﹤0.01%
2,204
+279
892
$186K ﹤0.01%
6,975
+920
893
$186K ﹤0.01%
347
+7
894
$185K ﹤0.01%
2,501
-100
895
$184K ﹤0.01%
10,021
+1,941
896
$184K ﹤0.01%
1,206
+7
897
$184K ﹤0.01%
1,721
+681
898
$183K ﹤0.01%
1,571
+265
899
$183K ﹤0.01%
3,190
+290
900
$182K ﹤0.01%
2,175
-594
34 35
36
37 38