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
1226
$89.4K ﹤0.01%
9,133
-122
1227
$88.9K ﹤0.01%
11,775
-202
1228
$88.6K ﹤0.01%
860
1229
$87.9K ﹤0.01%
1,534
+580
1230
$87.6K ﹤0.01%
1,541
-139
1231
$87.6K ﹤0.01%
399
+15
1232
$87.5K ﹤0.01%
389
+2
1233
$87.5K ﹤0.01%
6,624
+141
1234
$87.5K ﹤0.01%
7,378
1235
$87.5K ﹤0.01%
479
-14
1236
$87.4K ﹤0.01%
2,251
-640
1237
$87.3K ﹤0.01%
1,695
+94
1238
$87.2K ﹤0.01%
3,809
+34
1239
$86.7K ﹤0.01%
2,323
-166
1240
$86.1K ﹤0.01%
795
+30
1241
$86K ﹤0.01%
1,572
+854
1242
$85.9K ﹤0.01%
613
+12
1243
$85.8K ﹤0.01%
744
1244
$85.7K ﹤0.01%
3,372
1245
$85.6K ﹤0.01%
932
+19
1246
$85.6K ﹤0.01%
2,938
+7
1247
$84.9K ﹤0.01%
1,206
-7
1248
$84.9K ﹤0.01%
165
+155
1249
$84.9K ﹤0.01%
5,341
+5,152
1250
$84.8K ﹤0.01%
1,422
+137
48 49
50
51 52