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
2051
$17.2K ﹤0.01%
+421
2052
$17.2K ﹤0.01%
1,068
2053
$17.1K ﹤0.01%
250
+96
2054
$17.1K ﹤0.01%
873
-111
2055
$17K ﹤0.01%
207
+95
2056
$17K ﹤0.01%
1,810
+737
2057
$16.9K ﹤0.01%
4,707
-150
2058
$16.9K ﹤0.01%
969
+50
2059
$16.9K ﹤0.01%
808
+5
2060
$16.8K ﹤0.01%
167
-14
2061
$16.8K ﹤0.01%
334
+252
2062
$16.8K ﹤0.01%
267
+189
2063
$16.7K ﹤0.01%
1,143
+889
2064
$16.7K ﹤0.01%
1,000
2065
$16.7K ﹤0.01%
104
+34
2066
$16.6K ﹤0.01%
1,544
+1,453
2067
$16.6K ﹤0.01%
836
+149
2068
$16.6K ﹤0.01%
+1,975
2069
$16.6K ﹤0.01%
160
-4
2070
$16.6K ﹤0.01%
3,094
+452
2071
$16.5K ﹤0.01%
441
+113
2072
$16.4K ﹤0.01%
1,531
-80
2073
$16.4K ﹤0.01%
914
2074
$16.4K ﹤0.01%
300
2075
$16.4K ﹤0.01%
+483