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
1951
$20.7K ﹤0.01%
197
-5
1952
$20.7K ﹤0.01%
557
+60
1953
$20.7K ﹤0.01%
934
+11
1954
$20.7K ﹤0.01%
2,500
+41
1955
$20.7K ﹤0.01%
187
-77
1956
$20.6K ﹤0.01%
190
-8
1957
$20.6K ﹤0.01%
431
+10
1958
$20.6K ﹤0.01%
+3,349
1959
$20.5K ﹤0.01%
533
+53
1960
$20.5K ﹤0.01%
539
-14
1961
$20.4K ﹤0.01%
402
-2,520
1962
$20.4K ﹤0.01%
184
-23
1963
$20.3K ﹤0.01%
416
+389
1964
$20.2K ﹤0.01%
120
+13
1965
$20.2K ﹤0.01%
97
+16
1966
$20.2K ﹤0.01%
660
+148
1967
$20.2K ﹤0.01%
550
+50
1968
$20.2K ﹤0.01%
593
1969
$20K ﹤0.01%
187
-310
1970
$20K ﹤0.01%
545
+390
1971
$19.9K ﹤0.01%
505
+222
1972
$19.8K ﹤0.01%
464
+95
1973
$19.8K ﹤0.01%
1,033
1974
$19.8K ﹤0.01%
419
+1
1975
$19.7K ﹤0.01%
595
+148
77 78
79
80 81