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
1476
$53.8K ﹤0.01%
913
-218
1477
$53.8K ﹤0.01%
480
1478
$53.7K ﹤0.01%
1,421
+121
1479
$53.5K ﹤0.01%
14,164
+4,922
1480
$53K ﹤0.01%
113
-2
1481
$52.7K ﹤0.01%
1,307
+111
1482
$52.6K ﹤0.01%
1,600
1483
$52.4K ﹤0.01%
2,807
-1,628
1484
$52.2K ﹤0.01%
498
+52
1485
$52.1K ﹤0.01%
271
-18
1486
$52K ﹤0.01%
606
-219
1487
$51.9K ﹤0.01%
1,752
+255
1488
$51.9K ﹤0.01%
838
-143
1489
$51.9K ﹤0.01%
2,243
+693
1490
$51.9K ﹤0.01%
8,566
-538
1491
$51.9K ﹤0.01%
7,074
-835
1492
$51.8K ﹤0.01%
912
+127
1493
$51.8K ﹤0.01%
2,271
1494
$51.7K ﹤0.01%
3,605
-588
1495
$51.5K ﹤0.01%
3,197
-515
1496
$51.4K ﹤0.01%
43
1497
$51.3K ﹤0.01%
1,232
+66
1498
$51.2K ﹤0.01%
1,020
1499
$51K ﹤0.01%
1,828
+50
1500
$50.6K ﹤0.01%
718
-7
58 59
60
61 62