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
976
$153K ﹤0.01%
2,683
+21
977
$152K ﹤0.01%
754
+111
978
$152K ﹤0.01%
1,204
-641
979
$152K ﹤0.01%
14,156
+156
980
$151K ﹤0.01%
413
+10
981
$151K ﹤0.01%
3,384
+107
982
$151K ﹤0.01%
6,999
+991
983
$151K ﹤0.01%
9,580
984
$149K ﹤0.01%
11,444
+144
985
$148K ﹤0.01%
1,783
+171
986
$148K ﹤0.01%
3,759
-71
987
$148K ﹤0.01%
1,421
988
$147K ﹤0.01%
833
-125
989
$147K ﹤0.01%
5,082
+8
990
$146K ﹤0.01%
1,371
-564
991
$146K ﹤0.01%
3,920
992
$146K ﹤0.01%
1,445
+1
993
$146K ﹤0.01%
2,346
+142
994
$146K ﹤0.01%
589
995
$145K ﹤0.01%
2,240
996
$145K ﹤0.01%
593
+15
997
$145K ﹤0.01%
10,262
+156
998
$145K ﹤0.01%
5,243
999
$145K ﹤0.01%
5,979
+2,461
1000
$144K ﹤0.01%
7,674
+451
38 39
40
41 42