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
1651
$38.3K ﹤0.01%
20,806
1652
$38.3K ﹤0.01%
3,227
+355
1653
$38.2K ﹤0.01%
881
+15
1654
$38.1K ﹤0.01%
2,673
+26
1655
$37.9K ﹤0.01%
520
+20
1656
$37.8K ﹤0.01%
1,467
+69
1657
$37.8K ﹤0.01%
2,064
+412
1658
$37.8K ﹤0.01%
3,217
1659
$37.7K ﹤0.01%
467
+51
1660
$37.7K ﹤0.01%
5,600
-11
1661
$37.7K ﹤0.01%
1,016
+108
1662
$37.5K ﹤0.01%
934
-1
1663
$37.5K ﹤0.01%
235
+42
1664
$37.2K ﹤0.01%
2,166
+94
1665
$37.2K ﹤0.01%
216
+9
1666
$37.1K ﹤0.01%
631
+104
1667
$36.9K ﹤0.01%
1,967
+411
1668
$36.8K ﹤0.01%
679
1669
$36.7K ﹤0.01%
372
+4
1670
$36.7K ﹤0.01%
1,225
-353
1671
$36.4K ﹤0.01%
413
+117
1672
$36.4K ﹤0.01%
713
-1,025
1673
$36.4K ﹤0.01%
388
+226
1674
$36.4K ﹤0.01%
371
+51
1675
$36.3K ﹤0.01%
692
+338
65 66
67
68 69