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
2451
$6.24K ﹤0.01%
172
-28
2452
$6.2K ﹤0.01%
215
+41
2453
$6.16K ﹤0.01%
80
+45
2454
$6.16K ﹤0.01%
5,596
-1,053
2455
$6.12K ﹤0.01%
454
2456
$6.11K ﹤0.01%
70
-34
2457
$6.1K ﹤0.01%
116
-376
2458
$6.1K ﹤0.01%
72
-3
2459
$6.06K ﹤0.01%
182
2460
$5.99K ﹤0.01%
+185
2461
$5.99K ﹤0.01%
176
+47
2462
$5.98K ﹤0.01%
+485
2463
$5.98K ﹤0.01%
84
+47
2464
$5.95K ﹤0.01%
131
2465
$5.93K ﹤0.01%
365
-28
2466
$5.92K ﹤0.01%
+26
2467
$5.91K ﹤0.01%
72
+16
2468
$5.9K ﹤0.01%
2,531
-3,283
2469
$5.88K ﹤0.01%
151
+78
2470
$5.86K ﹤0.01%
486
2471
$5.85K ﹤0.01%
147
-254
2472
$5.85K ﹤0.01%
222
2473
$5.84K ﹤0.01%
423
+10
2474
$5.83K ﹤0.01%
3,862
2475
$5.79K ﹤0.01%
1,172
-3,783
97 98
99
100 101