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
1826
$26K ﹤0.01%
4,554
1827
$26K ﹤0.01%
479
+144
1828
$25.9K ﹤0.01%
2,666
-138
1829
$25.9K ﹤0.01%
594
+65
1830
$25.9K ﹤0.01%
346
1831
$25.8K ﹤0.01%
793
1832
$25.5K ﹤0.01%
1,348
-441
1833
$25.5K ﹤0.01%
2,818
+483
1834
$25.4K ﹤0.01%
823
+808
1835
$25.4K ﹤0.01%
548
+77
1836
$25.4K ﹤0.01%
398
-40
1837
$25.4K ﹤0.01%
361
-28
1838
$25.3K ﹤0.01%
1,422
-183
1839
$25.3K ﹤0.01%
844
1840
$25.3K ﹤0.01%
1,247
+134
1841
$25.3K ﹤0.01%
329
+198
1842
$25.3K ﹤0.01%
934
+766
1843
$25.3K ﹤0.01%
399
-135
1844
$25.2K ﹤0.01%
3,860
+3,127
1845
$25.2K ﹤0.01%
749
+80
1846
$25.2K ﹤0.01%
1,100
1847
$25.1K ﹤0.01%
613
-32
1848
$25.1K ﹤0.01%
1,585
-39
1849
$25K ﹤0.01%
674
+640
1850
$24.9K ﹤0.01%
991
72 73
74
75 76