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
1976
$19.7K ﹤0.01%
200
-4
1977
$19.7K ﹤0.01%
364
+13
1978
$19.7K ﹤0.01%
67,738
1979
$19.6K ﹤0.01%
1,055
1980
$19.6K ﹤0.01%
514
+166
1981
$19.6K ﹤0.01%
222
1982
$19.6K ﹤0.01%
680
1983
$19.5K ﹤0.01%
835
1984
$19.5K ﹤0.01%
235
1985
$19.5K ﹤0.01%
1,151
+43
1986
$19.5K ﹤0.01%
450
-407
1987
$19.5K ﹤0.01%
699
+549
1988
$19.5K ﹤0.01%
280
+80
1989
$19.5K ﹤0.01%
578
+400
1990
$19.4K ﹤0.01%
476
1991
$19.4K ﹤0.01%
440
+134
1992
$19.4K ﹤0.01%
796
+425
1993
$19.4K ﹤0.01%
448
+56
1994
$19.4K ﹤0.01%
+536
1995
$19.4K ﹤0.01%
319
-71
1996
$19.3K ﹤0.01%
16,522
1997
$19.3K ﹤0.01%
1,480
-63
1998
$19.3K ﹤0.01%
691
+129
1999
$19.2K ﹤0.01%
520
-6
2000
$19.2K ﹤0.01%
+1,000
78 79
80
81 82