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
2326
$9.46K ﹤0.01%
102
2327
$9.33K ﹤0.01%
270
+8
2328
$9.32K ﹤0.01%
+65
2329
$9.31K ﹤0.01%
353
-61
2330
$9.26K ﹤0.01%
248
-498
2331
$9.2K ﹤0.01%
109
-140
2332
$9.16K ﹤0.01%
250
2333
$9.16K ﹤0.01%
790
2334
$9.12K ﹤0.01%
1,884
2335
$9.12K ﹤0.01%
716
-2,955
2336
$9.08K ﹤0.01%
83
-5
2337
$9.05K ﹤0.01%
1,150
+650
2338
$9.05K ﹤0.01%
1,486
+31
2339
$9.01K ﹤0.01%
123
+68
2340
$9.01K ﹤0.01%
159
-68
2341
$8.99K ﹤0.01%
244
2342
$8.99K ﹤0.01%
2,546
+392
2343
$8.98K ﹤0.01%
169
+100
2344
$8.91K ﹤0.01%
+212
2345
$8.85K ﹤0.01%
910
-2,802
2346
$8.84K ﹤0.01%
388
-114
2347
$8.7K ﹤0.01%
2,000
2348
$8.67K ﹤0.01%
211
+143
2349
$8.64K ﹤0.01%
169
2350
$8.64K ﹤0.01%
311
-953
92 93
94
95 96