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
1426
$58.8K ﹤0.01%
2,746
+1,918
1427
$58.7K ﹤0.01%
961
+69
1428
$58.6K ﹤0.01%
7,993
-6,466
1429
$58.6K ﹤0.01%
700
+27
1430
$58.4K ﹤0.01%
2,299
1431
$58.4K ﹤0.01%
3,042
-30
1432
$58.2K ﹤0.01%
420
+51
1433
$58.2K ﹤0.01%
1,922
-32
1434
$58.1K ﹤0.01%
401
+48
1435
$57.7K ﹤0.01%
1,076
-1,025
1436
$57.5K ﹤0.01%
212
+16
1437
$57.2K ﹤0.01%
1,261
1438
$57.2K ﹤0.01%
1,223
+116
1439
$56.8K ﹤0.01%
1,487
+36
1440
$56.8K ﹤0.01%
1,539
-249
1441
$56.7K ﹤0.01%
1,445
+851
1442
$56.3K ﹤0.01%
460
+112
1443
$56.3K ﹤0.01%
1,356
+895
1444
$56.3K ﹤0.01%
20,098
-394
1445
$56.2K ﹤0.01%
353
+31
1446
$56K ﹤0.01%
1,688
-145
1447
$55.8K ﹤0.01%
753
+59
1448
$55.8K ﹤0.01%
403
+82
1449
$55.6K ﹤0.01%
994
-217
1450
$55.5K ﹤0.01%
2,020
+1,820
56 57
58
59 60