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

Top Buys

1
+$29.6M
2
+$14.8M
3
+$14.3M
4
PAYO icon
Payoneer
PAYO
+$13.7M
5
DOCS icon
Doximity
DOCS
+$13M

Top Sells

1
+$17.7M
2
+$15.8M
3
+$15.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.4M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.96M

Sector Composition

1 Technology 16.85%
2 Financials 7.23%
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%
213
+148
2027
$12K ﹤0.01%
503
-33
2028
$12K ﹤0.01%
1
2029
$12K ﹤0.01%
86
+28
2030
$12K ﹤0.01%
780
+186
2031
$12K ﹤0.01%
654
+464
2032
$12K ﹤0.01%
132
2033
$12K ﹤0.01%
4,684
+3,418
2034
$12K ﹤0.01%
50
+3
2035
$12K ﹤0.01%
110
+23
2036
$12K ﹤0.01%
265
-18
2037
$12K ﹤0.01%
792
+781
2038
$12K ﹤0.01%
+206
2039
$12K ﹤0.01%
814
+312
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%
71
+6
2045
$11K ﹤0.01%
94
2046
$11K ﹤0.01%
128
2047
$11K ﹤0.01%
2,022
+351
2048
$11K ﹤0.01%
205
+19
2049
$11K ﹤0.01%
231
-34
2050
$11K ﹤0.01%
159
+115
80 81
82
83 84