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
1926
$21.8K ﹤0.01%
952
+854
1927
$21.8K ﹤0.01%
222
-11
1928
$21.8K ﹤0.01%
182
+9
1929
$21.6K ﹤0.01%
4,391
-2,435
1930
$21.5K ﹤0.01%
653
+147
1931
$21.4K ﹤0.01%
1,999
+1,717
1932
$21.3K ﹤0.01%
156
1933
$21.3K ﹤0.01%
529
1934
$21.2K ﹤0.01%
958
1935
$21.2K ﹤0.01%
+492
1936
$21.2K ﹤0.01%
216
1937
$21.2K ﹤0.01%
365
1938
$21.1K ﹤0.01%
+3,000
1939
$21K ﹤0.01%
600
+200
1940
$21K ﹤0.01%
424
-279
1941
$21K ﹤0.01%
1,235
-101
1942
$20.9K ﹤0.01%
445
+408
1943
$20.9K ﹤0.01%
1,835
-602
1944
$20.8K ﹤0.01%
412
+169
1945
$20.8K ﹤0.01%
3,855
1946
$20.8K ﹤0.01%
364
+13
1947
$20.8K ﹤0.01%
225
-24
1948
$20.8K ﹤0.01%
730
+47
1949
$20.8K ﹤0.01%
1,519
+217
1950
$20.7K ﹤0.01%
837
+748
76 77
78
79 80