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
1251
$84.7K ﹤0.01%
449
-1
1252
$84.7K ﹤0.01%
979
-933
1253
$84.2K ﹤0.01%
1,854
1254
$84K ﹤0.01%
730
+29
1255
$83.8K ﹤0.01%
956
+203
1256
$83.4K ﹤0.01%
646
-3
1257
$83.3K ﹤0.01%
697
+12
1258
$83.2K ﹤0.01%
202
+143
1259
$82.6K ﹤0.01%
385
+34
1260
$82.6K ﹤0.01%
5,830
-4,429
1261
$82.5K ﹤0.01%
22,478
-2,992
1262
$82.5K ﹤0.01%
2,365
1263
$82.5K ﹤0.01%
4,647
+249
1264
$82.4K ﹤0.01%
2,906
1265
$82.1K ﹤0.01%
757
-2
1266
$82K ﹤0.01%
1,725
+25
1267
$82K ﹤0.01%
2,444
1268
$81.7K ﹤0.01%
1,249
-204
1269
$81.5K ﹤0.01%
3,000
-2,000
1270
$81.4K ﹤0.01%
1,254
+230
1271
$81.2K ﹤0.01%
9,758
+109
1272
$81K ﹤0.01%
1,980
+120
1273
$81K ﹤0.01%
1,619
+6
1274
$80.9K ﹤0.01%
6,071
+3
1275
$80.4K ﹤0.01%
2,791
+1,305
49 50
51
52 53