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
2376
$7.88K ﹤0.01%
165
2377
$7.78K ﹤0.01%
1,491
+1,394
2378
$7.78K ﹤0.01%
626
+244
2379
$7.77K ﹤0.01%
2,300
+554
2380
$7.76K ﹤0.01%
58
+9
2381
$7.74K ﹤0.01%
183
+2
2382
$7.74K ﹤0.01%
527
-13
2383
$7.73K ﹤0.01%
78
2384
$7.73K ﹤0.01%
208
+82
2385
$7.68K ﹤0.01%
206
2386
$7.66K ﹤0.01%
375
+133
2387
$7.57K ﹤0.01%
121
+9
2388
$7.55K ﹤0.01%
104
-33
2389
$7.54K ﹤0.01%
179
-474
2390
$7.54K ﹤0.01%
201
+11
2391
$7.54K ﹤0.01%
261
2392
$7.53K ﹤0.01%
93
2393
$7.5K ﹤0.01%
600
2394
$7.49K ﹤0.01%
229
2395
$7.48K ﹤0.01%
+100
2396
$7.48K ﹤0.01%
619
-280
2397
$7.47K ﹤0.01%
193
-39
2398
$7.45K ﹤0.01%
171
-94
2399
$7.41K ﹤0.01%
3,294
2400
$7.41K ﹤0.01%
361
-124
94 95
96
97 98