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
2351
$8.63K ﹤0.01%
1,130
+767
2352
$8.62K ﹤0.01%
471
-1,023
2353
$8.51K ﹤0.01%
439
2354
$8.5K ﹤0.01%
2,151
+846
2355
$8.48K ﹤0.01%
274
+51
2356
$8.47K ﹤0.01%
116
-93
2357
$8.45K ﹤0.01%
295
2358
$8.36K ﹤0.01%
300
2359
$8.34K ﹤0.01%
696
+81
2360
$8.3K ﹤0.01%
661
2361
$8.28K ﹤0.01%
306
+292
2362
$8.27K ﹤0.01%
977
2363
$8.24K ﹤0.01%
223
-55
2364
$8.23K ﹤0.01%
495
+35
2365
$8.21K ﹤0.01%
34
+24
2366
$8.16K ﹤0.01%
+266
2367
$8.1K ﹤0.01%
228
-25
2368
$8.07K ﹤0.01%
582
+543
2369
$8.06K ﹤0.01%
47
+3
2370
$8.02K ﹤0.01%
1,731
2371
$7.98K ﹤0.01%
95
-26
2372
$7.96K ﹤0.01%
431
2373
$7.96K ﹤0.01%
4,000
2374
$7.95K ﹤0.01%
1,117
-53
2375
$7.95K ﹤0.01%
175
93 94
95
96 97