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
1176
$101K ﹤0.01%
451
-14
1177
$101K ﹤0.01%
439
+1
1178
$100K ﹤0.01%
3,240
1179
$100K ﹤0.01%
4,419
+959
1180
$99.9K ﹤0.01%
2,111
+586
1181
$99.9K ﹤0.01%
318
1182
$99.9K ﹤0.01%
334
-36
1183
$99.5K ﹤0.01%
2,798
-476
1184
$99.4K ﹤0.01%
2,198
+131
1185
$99.1K ﹤0.01%
5,829
-244
1186
$99.1K ﹤0.01%
2,747
-8
1187
$98.9K ﹤0.01%
586
+526
1188
$98.9K ﹤0.01%
2,197
1189
$98.9K ﹤0.01%
5,012
1190
$98.6K ﹤0.01%
3,333
-1,775
1191
$98.4K ﹤0.01%
2,936
+130
1192
$98.4K ﹤0.01%
7,061
+4,969
1193
$98.4K ﹤0.01%
4,627
1194
$97.7K ﹤0.01%
4,381
-1,895
1195
$97.7K ﹤0.01%
1,300
1196
$97.6K ﹤0.01%
2,119
+5
1197
$97.1K ﹤0.01%
1,423
-2
1198
$96.9K ﹤0.01%
399
+156
1199
$96.6K ﹤0.01%
7,741
+50
1200
$96.5K ﹤0.01%
2,993
+502
46 47
48
49 50