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
1301
$75.8K ﹤0.01%
702
-4
1302
$75.3K ﹤0.01%
1,177
+282
1303
$75.2K ﹤0.01%
565
+29
1304
$74.9K ﹤0.01%
8,449
+682
1305
$74.8K ﹤0.01%
5,575
1306
$74.8K ﹤0.01%
7,533
1307
$74.7K ﹤0.01%
561
+11
1308
$74.7K ﹤0.01%
2,330
1309
$74.6K ﹤0.01%
683
+67
1310
$74.6K ﹤0.01%
1,485
+137
1311
$74.5K ﹤0.01%
1,671
1312
$74.5K ﹤0.01%
1,100
-108
1313
$74.5K ﹤0.01%
972
+12
1314
$74.3K ﹤0.01%
4,988
+166
1315
$74.3K ﹤0.01%
908
-274
1316
$74.3K ﹤0.01%
800
-100
1317
$74.2K ﹤0.01%
864
-15
1318
$74.2K ﹤0.01%
550
+10
1319
$74.1K ﹤0.01%
688
+8
1320
$74K ﹤0.01%
6,628
-7,894
1321
$74K ﹤0.01%
1,861
+165
1322
$74K ﹤0.01%
3,568
+431
1323
$73.8K ﹤0.01%
763
-248
1324
$73.5K ﹤0.01%
181
+74
1325
$73.3K ﹤0.01%
3,779
-1,009
51 52
53
54 55