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
3626
-490
3627
0
3628
-195
3629
-2,180
3630
-32
3631
-45
3632
-22
3633
-217
3634
-70
3635
-95
3636
-128
3637
-425
3638
-97
3639
-12
3640
-222
3641
-181
3642
-52
3643
-73
3644
-2,406
3645
-98
3646
-44
3647
-2,206
3648
-998
3649
-823
3650
-34,858