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
1326
$73.3K ﹤0.01%
4,459
+141
1327
$72.9K ﹤0.01%
912
-231
1328
$72.8K ﹤0.01%
40,000
1329
$72.8K ﹤0.01%
1,034
+24
1330
$72.7K ﹤0.01%
4,710
+775
1331
$72.7K ﹤0.01%
781
+80
1332
$72.6K ﹤0.01%
650
1333
$72.6K ﹤0.01%
1,587
+1,309
1334
$72.4K ﹤0.01%
2,088
+318
1335
$72.1K ﹤0.01%
5,575
-894
1336
$72K ﹤0.01%
1,881
+353
1337
$71.8K ﹤0.01%
22,728
+15,818
1338
$71.7K ﹤0.01%
3,647
+700
1339
$71.7K ﹤0.01%
2,097
+317
1340
$71.5K ﹤0.01%
16,033
1341
$71.5K ﹤0.01%
619
1342
$71.1K ﹤0.01%
696
+229
1343
$71.1K ﹤0.01%
267
-35
1344
$71.1K ﹤0.01%
660
-122
1345
$70.9K ﹤0.01%
840
1346
$70.9K ﹤0.01%
427
+87
1347
$70.8K ﹤0.01%
1,422
+64
1348
$70.7K ﹤0.01%
6,173
-2,835
1349
$70.6K ﹤0.01%
2,287
+2,185
1350
$70.1K ﹤0.01%
1,000
52 53
54
55 56