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
1851
$24.8K ﹤0.01%
3,154
1852
$24.7K ﹤0.01%
88
+5
1853
$24.6K ﹤0.01%
1,184
-83
1854
$24.4K ﹤0.01%
416
1855
$24.3K ﹤0.01%
537
-137
1856
$24.2K ﹤0.01%
228
-32
1857
$24.2K ﹤0.01%
157
-11
1858
$24.1K ﹤0.01%
482
+236
1859
$24K ﹤0.01%
391
1860
$24K ﹤0.01%
218
+13
1861
$23.9K ﹤0.01%
704
1862
$23.9K ﹤0.01%
2,821
-163
1863
$23.9K ﹤0.01%
4,690
+402
1864
$23.9K ﹤0.01%
2,000
1865
$23.9K ﹤0.01%
253
+6
1866
$23.9K ﹤0.01%
62
+1
1867
$23.9K ﹤0.01%
48
1868
$23.8K ﹤0.01%
13,549
+1,735
1869
$23.8K ﹤0.01%
205
1870
$23.8K ﹤0.01%
1,191
-17
1871
$23.7K ﹤0.01%
343
-36
1872
$23.7K ﹤0.01%
238
-13
1873
$23.6K ﹤0.01%
294
+14
1874
$23.6K ﹤0.01%
681
-569
1875
$23.6K ﹤0.01%
626
-529
73 74
75
76 77