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
2401
$7.41K ﹤0.01%
1,576
+1,553
2402
$7.39K ﹤0.01%
1,540
+1,470
2403
$7.38K ﹤0.01%
660
+183
2404
$7.38K ﹤0.01%
1,143
-2,670
2405
$7.35K ﹤0.01%
450
2406
$7.33K ﹤0.01%
211
-34
2407
$7.33K ﹤0.01%
226
2408
$7.31K ﹤0.01%
90
2409
$7.29K ﹤0.01%
260
2410
$7.24K ﹤0.01%
135
2411
$7.18K ﹤0.01%
319
2412
$7.18K ﹤0.01%
125
-2
2413
$7.17K ﹤0.01%
365
+4
2414
$7.16K ﹤0.01%
316
+31
2415
$7.15K ﹤0.01%
67
+28
2416
$7.14K ﹤0.01%
185
2417
$7.14K ﹤0.01%
115
2418
$7.13K ﹤0.01%
38
-8
2419
$7.13K ﹤0.01%
96
2420
$7.06K ﹤0.01%
+546
2421
$7.05K ﹤0.01%
298
+84
2422
$7.05K ﹤0.01%
834
-2,362
2423
$6.92K ﹤0.01%
76
+2
2424
$6.92K ﹤0.01%
777
-74
2425
$6.88K ﹤0.01%
150
95 96
97
98 99