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
1526
$48.8K ﹤0.01%
528
+13
1527
$48.7K ﹤0.01%
3,007
-2,300
1528
$48.6K ﹤0.01%
896
+46
1529
$48.5K ﹤0.01%
1,715
-240
1530
$48.4K ﹤0.01%
654
-8
1531
$48.1K ﹤0.01%
450
+15
1532
$48.1K ﹤0.01%
481
+9
1533
$48.1K ﹤0.01%
367
+5
1534
$48K ﹤0.01%
2,372
1535
$47.9K ﹤0.01%
1,676
1536
$47.9K ﹤0.01%
161
-72
1537
$47.8K ﹤0.01%
460
1538
$47.6K ﹤0.01%
5,636
+65
1539
$47.6K ﹤0.01%
588
+41
1540
$47.6K ﹤0.01%
935
-38
1541
$47.6K ﹤0.01%
1,755
-149
1542
$47.5K ﹤0.01%
744
+54
1543
$47.4K ﹤0.01%
1,528
-93
1544
$47.4K ﹤0.01%
318
+13
1545
$47.3K ﹤0.01%
1,100
-18
1546
$47.3K ﹤0.01%
629
-49
1547
$47.2K ﹤0.01%
1,067
-250
1548
$47.1K ﹤0.01%
1,155
-446
1549
$47K ﹤0.01%
237
-117
1550
$46.8K ﹤0.01%
2,616
-2,758
60 61
62
63 64