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
1776
$29.4K ﹤0.01%
311
-25
1777
$29.4K ﹤0.01%
1,563
-166
1778
$29.2K ﹤0.01%
1,737
1779
$29.2K ﹤0.01%
1,579
-65
1780
$29.1K ﹤0.01%
261
+3
1781
$29.1K ﹤0.01%
1,763
-243
1782
$28.9K ﹤0.01%
1,557
+243
1783
$28.6K ﹤0.01%
302
1784
$28.5K ﹤0.01%
7,014
+781
1785
$28.5K ﹤0.01%
721
+619
1786
$28.5K ﹤0.01%
460
-211
1787
$28.5K ﹤0.01%
242
-60
1788
$28.4K ﹤0.01%
962
-653
1789
$28.3K ﹤0.01%
1,891
+795
1790
$28.3K ﹤0.01%
559
-56
1791
$28.2K ﹤0.01%
1,339
+86
1792
$28.1K ﹤0.01%
601
+103
1793
$27.9K ﹤0.01%
1,260
-294
1794
$27.9K ﹤0.01%
259
-17
1795
$27.9K ﹤0.01%
2,026
1796
$27.7K ﹤0.01%
1,816
+321
1797
$27.6K ﹤0.01%
667
-84
1798
$27.6K ﹤0.01%
641
+103
1799
$27.6K ﹤0.01%
370
+143
1800
$27.6K ﹤0.01%
857
70 71
72
73 74