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
2276
$10.6K ﹤0.01%
352
-86
2277
$10.6K ﹤0.01%
775
+114
2278
$10.6K ﹤0.01%
105
2279
$10.6K ﹤0.01%
600
2280
$10.6K ﹤0.01%
185
2281
$10.5K ﹤0.01%
300
2282
$10.5K ﹤0.01%
+10,496
2283
$10.5K ﹤0.01%
143
+12
2284
$10.5K ﹤0.01%
140
-25
2285
$10.4K ﹤0.01%
111
-75
2286
$10.4K ﹤0.01%
175
+35
2287
$10.4K ﹤0.01%
1,440
2288
$10.3K ﹤0.01%
737
-23
2289
$10.3K ﹤0.01%
241
2290
$10.2K ﹤0.01%
255
2291
$10.2K ﹤0.01%
215
2292
$10.2K ﹤0.01%
3,800
+47
2293
$10.1K ﹤0.01%
125
-300
2294
$10.1K ﹤0.01%
299
2295
$10.1K ﹤0.01%
400
-1,293
2296
$10K ﹤0.01%
407
+99
2297
$10K ﹤0.01%
55
+10
2298
$10K ﹤0.01%
100
2299
$10K ﹤0.01%
208
+29
2300
$9.98K ﹤0.01%
659
+409
90 91
92
93 94