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
$2.69B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,508
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$14.9M
3
+$14.3M
4
PAYO icon
Payoneer
PAYO
+$13.1M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$11.3M

Top Sells

1
+$17.9M
2
+$15.7M
3
+$15.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.94M

Sector Composition

1 Technology 16.88%
2 Financials 7.2%
3 Healthcare 6.36%
4 Consumer Discretionary 5.57%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$13K ﹤0.01%
142
2002
$13K ﹤0.01%
91
+65
2003
$13K ﹤0.01%
158
+129
2004
$13K ﹤0.01%
834
2005
$12K ﹤0.01%
654
+464
2006
$12K ﹤0.01%
792
+781
2007
$12K ﹤0.01%
+206
2008
$12K ﹤0.01%
814
+312
2009
$12K ﹤0.01%
313
+31
2010
$12K ﹤0.01%
274
+31
2011
$12K ﹤0.01%
319
+285
2012
$12K ﹤0.01%
4,684
+3,418
2013
$12K ﹤0.01%
2,886
+390
2014
$12K ﹤0.01%
1,262
2015
$12K ﹤0.01%
350
+50
2016
$12K ﹤0.01%
302
-148
2017
$12K ﹤0.01%
1,328
2018
$12K ﹤0.01%
70
+9
2019
$12K ﹤0.01%
301
2020
$12K ﹤0.01%
324
-8
2021
$12K ﹤0.01%
76
2022
$12K ﹤0.01%
221
-190
2023
$12K ﹤0.01%
230
+131
2024
$12K ﹤0.01%
243
2025
$12K ﹤0.01%
200
79 80
81
82 83