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
1726
$32.2K ﹤0.01%
230
1727
$32.2K ﹤0.01%
858
+82
1728
$32.1K ﹤0.01%
384
+55
1729
$32.1K ﹤0.01%
618
+399
1730
$32K ﹤0.01%
619
+108
1731
$31.9K ﹤0.01%
1,863
+487
1732
$31.7K ﹤0.01%
500
1733
$31.6K ﹤0.01%
332
-15
1734
$31.6K ﹤0.01%
222
-11
1735
$31.5K ﹤0.01%
1,278
1736
$31.5K ﹤0.01%
853
+186
1737
$31.5K ﹤0.01%
2,981
-1,800
1738
$31.4K ﹤0.01%
220
-54
1739
$31.4K ﹤0.01%
276
+70
1740
$31.3K ﹤0.01%
1,027
1741
$31.2K ﹤0.01%
4,310
+2,561
1742
$31.1K ﹤0.01%
106
-10
1743
$31.1K ﹤0.01%
787
+694
1744
$31K ﹤0.01%
431
-4
1745
$31K ﹤0.01%
218
-205
1746
$30.8K ﹤0.01%
566
1747
$30.8K ﹤0.01%
275
+38
1748
$30.8K ﹤0.01%
318
+178
1749
$30.8K ﹤0.01%
2,970
+376
1750
$30.8K ﹤0.01%
13,374
-3,717
68 69
70
71 72