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
1676
$36.3K ﹤0.01%
4,134
+86
1677
$36.3K ﹤0.01%
1,309
1678
$36.1K ﹤0.01%
186
+62
1679
$36K ﹤0.01%
368
+192
1680
$35.9K ﹤0.01%
2,658
+346
1681
$35.9K ﹤0.01%
175
1682
$35.9K ﹤0.01%
298
-119
1683
$35.8K ﹤0.01%
634
+9
1684
$35.8K ﹤0.01%
794
1685
$35.8K ﹤0.01%
+747
1686
$35.8K ﹤0.01%
195
+8
1687
$35.7K ﹤0.01%
845
1688
$35.5K ﹤0.01%
1,132
-41
1689
$35.5K ﹤0.01%
354
+20
1690
$35.4K ﹤0.01%
8,503
-5,343
1691
$35.4K ﹤0.01%
453
1692
$35.3K ﹤0.01%
+1,005
1693
$35.3K ﹤0.01%
467
+14
1694
$35.2K ﹤0.01%
1,597
1695
$35.2K ﹤0.01%
512
1696
$34.8K ﹤0.01%
1,332
+41
1697
$34.7K ﹤0.01%
465
-12
1698
$34.6K ﹤0.01%
403
+6
1699
$34.5K ﹤0.01%
+6,417
1700
$34.5K ﹤0.01%
323
+224
66 67
68
69 70