PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
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
3676
-1,575
3677
-1
3678
-10
3679
-176
3680
-4
3681
-276
3682
-30
3683
-115
3684
-42
3685
-61
3686
-56
3687
-219
3688
-37
3689
-28
3690
-212
3691
-34
3692
-160
3693
-62
3694
-65
3695
-114
3696
-33
3697
-68
3698
-108
3699
-102
3700
-92