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
1351
$70K ﹤0.01%
746
+166
1352
$69.9K ﹤0.01%
668
+268
1353
$69.8K ﹤0.01%
8,698
+1,551
1354
$69.6K ﹤0.01%
2,665
-495
1355
$69.1K ﹤0.01%
784
+2
1356
$69.1K ﹤0.01%
1,586
-3
1357
$68.9K ﹤0.01%
1,819
+167
1358
$68.8K ﹤0.01%
12,439
-673
1359
$68.6K ﹤0.01%
3,067
+1
1360
$68.4K ﹤0.01%
630
+270
1361
$68.2K ﹤0.01%
1,040
+48
1362
$68.1K ﹤0.01%
719
1363
$67.5K ﹤0.01%
1,710
-20
1364
$67.3K ﹤0.01%
2,640
+49
1365
$67.2K ﹤0.01%
471
+35
1366
$66.9K ﹤0.01%
1,548
-45
1367
$66.9K ﹤0.01%
1,877
+327
1368
$66.7K ﹤0.01%
1,594
-13
1369
$66.7K ﹤0.01%
1,489
-63
1370
$66.5K ﹤0.01%
10,382
-4,572
1371
$66.5K ﹤0.01%
1,646
-65
1372
$66.4K ﹤0.01%
581
-169
1373
$65.9K ﹤0.01%
1,100
1374
$65.8K ﹤0.01%
9,495
-240
1375
$65.7K ﹤0.01%
4,500
+185
53 54
55
56 57