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
1701
$34.3K ﹤0.01%
1,185
+52
1702
$34.3K ﹤0.01%
166
-19
1703
$34.3K ﹤0.01%
1,304
+18
1704
$34.2K ﹤0.01%
3,247
+3,096
1705
$34K ﹤0.01%
+20,140
1706
$34K ﹤0.01%
15,192
-8,646
1707
$34K ﹤0.01%
356
-4
1708
$34K ﹤0.01%
128
-11
1709
$33.9K ﹤0.01%
233
+48
1710
$33.9K ﹤0.01%
342
-19
1711
$33.9K ﹤0.01%
+3,376
1712
$33.9K ﹤0.01%
762
1713
$33.9K ﹤0.01%
1,774
-222
1714
$33.8K ﹤0.01%
610
+62
1715
$33.8K ﹤0.01%
450
1716
$33.8K ﹤0.01%
997
1717
$33.8K ﹤0.01%
12,198
-2,910
1718
$33.7K ﹤0.01%
732
-51
1719
$33.3K ﹤0.01%
1,343
-402
1720
$33K ﹤0.01%
894
-640
1721
$33K ﹤0.01%
129
+5
1722
$32.8K ﹤0.01%
1,500
1723
$32.7K ﹤0.01%
6,422
+6,217
1724
$32.4K ﹤0.01%
2,359
1725
$32.4K ﹤0.01%
1,051
+5