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
1276
$80.1K ﹤0.01%
1,901
-38
1277
$79.7K ﹤0.01%
266
+9
1278
$79.5K ﹤0.01%
6,886
-700
1279
$79.3K ﹤0.01%
616
-40
1280
$78.9K ﹤0.01%
3,000
+379
1281
$78.6K ﹤0.01%
2,538
-155
1282
$78.5K ﹤0.01%
779
+704
1283
$78.4K ﹤0.01%
5,650
+4,200
1284
$78K ﹤0.01%
694
-20
1285
$78K ﹤0.01%
2,500
1286
$77.8K ﹤0.01%
1,529
+69
1287
$77.8K ﹤0.01%
1,106
+172
1288
$77.6K ﹤0.01%
1,349
-337
1289
$77.6K ﹤0.01%
4,572
+2,576
1290
$77.5K ﹤0.01%
7,214
1291
$77.4K ﹤0.01%
731
+39
1292
$77.2K ﹤0.01%
1,565
+42
1293
$77.1K ﹤0.01%
6,375
-260
1294
$77K ﹤0.01%
2,097
+423
1295
$77K ﹤0.01%
1,285
+9
1296
$76.9K ﹤0.01%
2,675
+30
1297
$76.7K ﹤0.01%
525
1298
$76.3K ﹤0.01%
5,160
1299
$76.3K ﹤0.01%
3,560
+24
1300
$76K ﹤0.01%
570
50 51
52
53 54