PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,751
New
Increased
Reduced
Closed

Top Buys

1 +$39.4M
2 +$26.6M
3 +$17.4M
4
AAPL icon
Apple
AAPL
+$16.9M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$15.6M

Top Sells

1 +$25.2M
2 +$18.5M
3 +$6.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.91M
5
SSNC icon
SS&C Technologies
SSNC
+$3.41M

Sector Composition

1 Technology 16.02%
2 Healthcare 9.78%
3 Financials 7.55%
4 Communication Services 4.88%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
-168
3552
-100
3553
-2,000
3554
-1,399
3555
-115
3556
-8
3557
0
3558
-97
3559
-21
3560
0
3561
-5,505
3562
-498
3563
-187
3564
-140
3565
-5,028
3566
-459
3567
-38
3568
-672
3569
-20,304
3570
-1,078
3571
-52,441
3572
-7,474
3573
-60
3574
-734
3575
-782