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
1551
$46.7K ﹤0.01%
2,000
1552
$46.7K ﹤0.01%
1,037
-120
1553
$46.7K ﹤0.01%
1,394
1554
$46.5K ﹤0.01%
680
1555
$46.5K ﹤0.01%
1,064
-418
1556
$46.3K ﹤0.01%
874
+204
1557
$46.1K ﹤0.01%
1,016
+504
1558
$46.1K ﹤0.01%
922
1559
$46.1K ﹤0.01%
1,340
+561
1560
$46K ﹤0.01%
621
-11
1561
$46K ﹤0.01%
1,561
-1,313
1562
$46K ﹤0.01%
958
1563
$45.9K ﹤0.01%
430
-1
1564
$45.8K ﹤0.01%
590
1565
$45.8K ﹤0.01%
556
+41
1566
$45.6K ﹤0.01%
1,112
+30
1567
$45.6K ﹤0.01%
1,933
1568
$45.5K ﹤0.01%
186
+78
1569
$45.5K ﹤0.01%
1,724
-1,331
1570
$45.4K ﹤0.01%
4,417
-678
1571
$45.3K ﹤0.01%
839
+96
1572
$45.1K ﹤0.01%
1,157
1573
$45.1K ﹤0.01%
555
-3
1574
$44.7K ﹤0.01%
1,633
1575
$44.5K ﹤0.01%
2,413
+91
61 62
63
64 65