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
2226
$11.8K ﹤0.01%
2,026
2227
$11.8K ﹤0.01%
251
2228
$11.8K ﹤0.01%
99
+16
2229
$11.8K ﹤0.01%
249
+105
2230
$11.8K ﹤0.01%
1,833
2231
$11.8K ﹤0.01%
624
2232
$11.7K ﹤0.01%
136
2233
$11.7K ﹤0.01%
169
+35
2234
$11.7K ﹤0.01%
132
-23
2235
$11.7K ﹤0.01%
622
-719
2236
$11.7K ﹤0.01%
2,428
-244
2237
$11.6K ﹤0.01%
531
-895
2238
$11.6K ﹤0.01%
289
-99
2239
$11.5K ﹤0.01%
7,451
2240
$11.5K ﹤0.01%
273
-81
2241
$11.5K ﹤0.01%
377
-291
2242
$11.4K ﹤0.01%
107
+57
2243
$11.4K ﹤0.01%
298
-26
2244
$11.4K ﹤0.01%
1,718
-401
2245
$11.4K ﹤0.01%
951
-252
2246
$11.3K ﹤0.01%
157
-11
2247
$11.2K ﹤0.01%
103
-9
2248
$11.2K ﹤0.01%
1,298
2249
$11.2K ﹤0.01%
77
-17
2250
$11.2K ﹤0.01%
204
+11
88 89
90
91 92