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

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
2026
$12K ﹤0.01%
396
+5
2027
$12K ﹤0.01%
653
-37
2028
$12K ﹤0.01%
73
+9
2029
$12K ﹤0.01%
180
2030
$12K ﹤0.01%
79
+2
2031
$12K ﹤0.01%
213
+148
2032
$12K ﹤0.01%
503
-33
2033
$12K ﹤0.01%
1
2034
$12K ﹤0.01%
86
+28
2035
$12K ﹤0.01%
780
+186
2036
$12K ﹤0.01%
132
2037
$12K ﹤0.01%
50
+3
2038
$12K ﹤0.01%
110
+23
2039
$12K ﹤0.01%
265
-18
2040
$12K ﹤0.01%
340
+154
2041
$12K ﹤0.01%
409
+9
2042
$12K ﹤0.01%
260
+212
2043
$12K ﹤0.01%
+825
2044
$11K ﹤0.01%
309
-120
2045
$11K ﹤0.01%
206
2046
$11K ﹤0.01%
450
2047
$11K ﹤0.01%
441
+163
2048
$11K ﹤0.01%
71
+6
2049
$11K ﹤0.01%
94
2050
$11K ﹤0.01%
128