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
2126
$14.7K ﹤0.01%
216
-32
2127
$14.7K ﹤0.01%
238
-23
2128
$14.7K ﹤0.01%
238
+25
2129
$14.7K ﹤0.01%
288
+2
2130
$14.6K ﹤0.01%
422
+64
2131
$14.6K ﹤0.01%
620
2132
$14.5K ﹤0.01%
1,657
2133
$14.5K ﹤0.01%
344
-94
2134
$14.5K ﹤0.01%
369
-78
2135
$14.5K ﹤0.01%
1,957
+1,493
2136
$14.5K ﹤0.01%
73
+30
2137
$14.5K ﹤0.01%
115
-20
2138
$14.5K ﹤0.01%
320
2139
$14.5K ﹤0.01%
1,000
2140
$14.5K ﹤0.01%
492
2141
$14.4K ﹤0.01%
443
+108
2142
$14.4K ﹤0.01%
262
-38
2143
$14.4K ﹤0.01%
168
2144
$14.4K ﹤0.01%
268
2145
$14.4K ﹤0.01%
432
+168
2146
$14.3K ﹤0.01%
691
+209
2147
$14.3K ﹤0.01%
425
2148
$14.3K ﹤0.01%
129
-7
2149
$14.3K ﹤0.01%
1,282
+1,162
2150
$14.2K ﹤0.01%
2,370
-114