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
1576
$44.5K ﹤0.01%
1,009
-79
1577
$44.4K ﹤0.01%
1,008
+2
1578
$44.2K ﹤0.01%
669
+1
1579
$44.2K ﹤0.01%
608
-9
1580
$44.2K ﹤0.01%
3,898
-462
1581
$44.2K ﹤0.01%
1,785
-5
1582
$44.2K ﹤0.01%
2,481
+7
1583
$44K ﹤0.01%
292
+132
1584
$44K ﹤0.01%
2,935
+535
1585
$43.8K ﹤0.01%
1,594
+263
1586
$43.6K ﹤0.01%
4,395
1587
$43.6K ﹤0.01%
138
1588
$43.5K ﹤0.01%
600
+104
1589
$43.4K ﹤0.01%
536
+32
1590
$43.1K ﹤0.01%
587
+24
1591
$43K ﹤0.01%
192
+25
1592
$43K ﹤0.01%
1,000
1593
$42.5K ﹤0.01%
273
+16
1594
$42.5K ﹤0.01%
616
+421
1595
$42.2K ﹤0.01%
1,450
1596
$42.1K ﹤0.01%
460
+19
1597
$41.9K ﹤0.01%
12,701
-671
1598
$41.9K ﹤0.01%
258
-7
1599
$41.9K ﹤0.01%
2,593
+253
1600
$41.9K ﹤0.01%
640
62 63
64
65 66