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
1451
$55.5K ﹤0.01%
225
+7
1452
$55.4K ﹤0.01%
1,556
-10
1453
$55.2K ﹤0.01%
+5,275
1454
$55.2K ﹤0.01%
2,044
+1,294
1455
$55.2K ﹤0.01%
7,420
-2,044
1456
$55.2K ﹤0.01%
1,972
+74
1457
$55K ﹤0.01%
620
1458
$55K ﹤0.01%
1,583
1459
$54.9K ﹤0.01%
232
+11
1460
$54.9K ﹤0.01%
2,875
+156
1461
$54.9K ﹤0.01%
30,811
-2,161
1462
$54.8K ﹤0.01%
739
-60
1463
$54.8K ﹤0.01%
3,855
-3,152
1464
$54.7K ﹤0.01%
1,210
1465
$54.5K ﹤0.01%
2,000
-1,000
1466
$54.4K ﹤0.01%
1,174
-79
1467
$54.4K ﹤0.01%
890
-8
1468
$54.4K ﹤0.01%
375
-27
1469
$54.3K ﹤0.01%
176
1470
$54.3K ﹤0.01%
951
+758
1471
$54.3K ﹤0.01%
973
-392
1472
$54.2K ﹤0.01%
2,614
-160
1473
$54.1K ﹤0.01%
720
1474
$54.1K ﹤0.01%
257
-28
1475
$54K ﹤0.01%
656
-1,239
57 58
59
60 61