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
2151
$14.2K ﹤0.01%
416
2152
$14.2K ﹤0.01%
800
2153
$14.2K ﹤0.01%
80
-5
2154
$14.2K ﹤0.01%
617
+45
2155
$14.1K ﹤0.01%
+158
2156
$14K ﹤0.01%
567
2157
$14K ﹤0.01%
+766
2158
$14K ﹤0.01%
1,956
2159
$13.9K ﹤0.01%
618
2160
$13.9K ﹤0.01%
422
2161
$13.9K ﹤0.01%
1,974
-42
2162
$13.8K ﹤0.01%
172
2163
$13.8K ﹤0.01%
78
+23
2164
$13.8K ﹤0.01%
932
2165
$13.7K ﹤0.01%
672
-6
2166
$13.7K ﹤0.01%
+268
2167
$13.7K ﹤0.01%
484
2168
$13.6K ﹤0.01%
1,066
+57
2169
$13.6K ﹤0.01%
68
+2
2170
$13.6K ﹤0.01%
178
-142
2171
$13.6K ﹤0.01%
348
+21
2172
$13.6K ﹤0.01%
500
2173
$13.6K ﹤0.01%
257
+20
2174
$13.5K ﹤0.01%
941
2175
$13.5K ﹤0.01%
593
+54
85 86
87
88 89