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
1876
$23.6K ﹤0.01%
537
+230
1877
$23.5K ﹤0.01%
325
-200
1878
$23.5K ﹤0.01%
1,627
+33
1879
$23.5K ﹤0.01%
667
-110
1880
$23.4K ﹤0.01%
259
+13
1881
$23.4K ﹤0.01%
571
+129
1882
$23.4K ﹤0.01%
1,377
+287
1883
$23.3K ﹤0.01%
5,947
-25
1884
$23.2K ﹤0.01%
1,341
+1
1885
$23.2K ﹤0.01%
27,326
1886
$23.2K ﹤0.01%
67
+3
1887
$23.2K ﹤0.01%
300
-34
1888
$23.2K ﹤0.01%
1,893
+129
1889
$23.2K ﹤0.01%
754
+4
1890
$23.1K ﹤0.01%
299
+17
1891
$23.1K ﹤0.01%
574
-216
1892
$23K ﹤0.01%
897
-856
1893
$23K ﹤0.01%
1,932
-572
1894
$23K ﹤0.01%
1,317
1895
$23K ﹤0.01%
233
+3
1896
$22.9K ﹤0.01%
675
-83
1897
$22.9K ﹤0.01%
306
-223
1898
$22.9K ﹤0.01%
711
-1,992
1899
$22.8K ﹤0.01%
368
-146
1900
$22.8K ﹤0.01%
2,197
-201
74 75
76
77 78