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
1501
$50.6K ﹤0.01%
269
-87
1502
$50.2K ﹤0.01%
905
+56
1503
$50.1K ﹤0.01%
1,210
-5
1504
$50K ﹤0.01%
715
1505
$50K ﹤0.01%
3,011
-9
1506
$49.9K ﹤0.01%
1,986
+398
1507
$49.9K ﹤0.01%
800
+207
1508
$49.8K ﹤0.01%
354
+55
1509
$49.8K ﹤0.01%
485
-516
1510
$49.8K ﹤0.01%
7,441
+2,898
1511
$49.7K ﹤0.01%
5,168
+74
1512
$49.5K ﹤0.01%
2,342
+19
1513
$49.4K ﹤0.01%
8,078
-691
1514
$49.3K ﹤0.01%
4,357
+55
1515
$49.2K ﹤0.01%
+1,063
1516
$49.2K ﹤0.01%
1,976
-26
1517
$49.1K ﹤0.01%
337
+21
1518
$49.1K ﹤0.01%
3,281
-439
1519
$49.1K ﹤0.01%
323
+11
1520
$49.1K ﹤0.01%
742
+582
1521
$49K ﹤0.01%
116
+4
1522
$48.9K ﹤0.01%
179
+33
1523
$48.9K ﹤0.01%
2,597
+290
1524
$48.9K ﹤0.01%
2,153
+57
1525
$48.9K ﹤0.01%
710
-32
59 60
61
62 63