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
1376
$65.6K ﹤0.01%
2,859
+573
1377
$65.4K ﹤0.01%
1,128
1378
$65.4K ﹤0.01%
2,640
-900
1379
$65.4K ﹤0.01%
2,069
-1,769
1380
$65.1K ﹤0.01%
3,249
-140
1381
$65.1K ﹤0.01%
346
-116
1382
$64.8K ﹤0.01%
662
1383
$64.8K ﹤0.01%
524
+6
1384
$64.7K ﹤0.01%
3,278
-288
1385
$64K ﹤0.01%
484
-83
1386
$63.9K ﹤0.01%
1,646
+393
1387
$63.9K ﹤0.01%
1,987
+52
1388
$63.7K ﹤0.01%
+297
1389
$63.6K ﹤0.01%
1,202
-1,852
1390
$63.6K ﹤0.01%
778
+59
1391
$63.6K ﹤0.01%
2,162
+1,445
1392
$63.3K ﹤0.01%
1,465
-80
1393
$63.2K ﹤0.01%
2,757
1394
$62.7K ﹤0.01%
2,691
+2,432
1395
$62.5K ﹤0.01%
752
+54
1396
$62.5K ﹤0.01%
1,629
+88
1397
$62.5K ﹤0.01%
1,875
-70
1398
$62.4K ﹤0.01%
161
+8
1399
$62.4K ﹤0.01%
748
+1
1400
$62.4K ﹤0.01%
2,344
+2,160
54 55
56
57 58