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
1901
$22.8K ﹤0.01%
758
-267
1902
$22.7K ﹤0.01%
1,615
1903
$22.7K ﹤0.01%
126
+1
1904
$22.6K ﹤0.01%
129
-20
1905
$22.6K ﹤0.01%
884
+200
1906
$22.5K ﹤0.01%
515
+92
1907
$22.5K ﹤0.01%
2,035
+1,863
1908
$22.4K ﹤0.01%
7,663
-1,982
1909
$22.4K ﹤0.01%
593
1910
$22.3K ﹤0.01%
58
1911
$22.3K ﹤0.01%
567
-84
1912
$22.3K ﹤0.01%
2,279
+112
1913
$22.3K ﹤0.01%
853
-659
1914
$22.2K ﹤0.01%
1,283
1915
$22.2K ﹤0.01%
850
1916
$22.2K ﹤0.01%
539
+177
1917
$22.2K ﹤0.01%
464
+3
1918
$22.2K ﹤0.01%
2,418
+328
1919
$22.2K ﹤0.01%
98
+8
1920
$22.1K ﹤0.01%
325
+151
1921
$22.1K ﹤0.01%
344
+90
1922
$21.9K ﹤0.01%
501
-64
1923
$21.9K ﹤0.01%
929
+11
1924
$21.8K ﹤0.01%
450
1925
$21.8K ﹤0.01%
713
75 76
77
78 79