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
2026
$18.3K ﹤0.01%
1,963
-1,503
2027
$18.2K ﹤0.01%
801
+170
2028
$18.2K ﹤0.01%
83
-57
2029
$18.2K ﹤0.01%
285
2030
$18.1K ﹤0.01%
1,462
-213
2031
$18.1K ﹤0.01%
328
+176
2032
$18K ﹤0.01%
2,094
+164
2033
$18K ﹤0.01%
698
-7
2034
$18K ﹤0.01%
910
+24
2035
$17.9K ﹤0.01%
726
+340
2036
$17.9K ﹤0.01%
4,122
+1,488
2037
$17.8K ﹤0.01%
1,901
2038
$17.8K ﹤0.01%
157
+6
2039
$17.8K ﹤0.01%
1,137
-836
2040
$17.7K ﹤0.01%
500
-18
2041
$17.7K ﹤0.01%
409
-36
2042
$17.6K ﹤0.01%
99
2043
$17.5K ﹤0.01%
600
+249
2044
$17.5K ﹤0.01%
539
+55
2045
$17.4K ﹤0.01%
713
+344
2046
$17.4K ﹤0.01%
356
+193
2047
$17.3K ﹤0.01%
743
+233
2048
$17.3K ﹤0.01%
+1,302
2049
$17.3K ﹤0.01%
507
+94
2050
$17.2K ﹤0.01%
441
80 81
82
83 84