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
2426
$6.82K ﹤0.01%
27
+13
2427
$6.81K ﹤0.01%
705
+365
2428
$6.8K ﹤0.01%
29
+13
2429
$6.77K ﹤0.01%
1,049
+661
2430
$6.74K ﹤0.01%
346
-191
2431
$6.72K ﹤0.01%
1,143
-22
2432
$6.68K ﹤0.01%
466
2433
$6.68K ﹤0.01%
116
-12
2434
$6.66K ﹤0.01%
328
2435
$6.65K ﹤0.01%
170
-580
2436
$6.61K ﹤0.01%
616
2437
$6.59K ﹤0.01%
516
+4
2438
$6.52K ﹤0.01%
103
-3
2439
$6.52K ﹤0.01%
136
2440
$6.5K ﹤0.01%
509
-144
2441
$6.49K ﹤0.01%
183
-750
2442
$6.48K ﹤0.01%
48
+11
2443
$6.46K ﹤0.01%
1,708
-270
2444
$6.44K ﹤0.01%
271
+92
2445
$6.43K ﹤0.01%
267
-61
2446
$6.43K ﹤0.01%
275
-11
2447
$6.39K ﹤0.01%
+1,000
2448
$6.27K ﹤0.01%
300
2449
$6.26K ﹤0.01%
44
2450
$6.26K ﹤0.01%
226
-619
96 97
98
99 100