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
$611M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$3.28M
3 +$1.52M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1 +$968K
2 +$946K
3 +$532K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$421K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$420K

Sector Composition

1 Technology 7.57%
2 Financials 6.53%
3 Communication Services 5.67%
4 Healthcare 4.67%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1K ﹤0.01%
16
-18
2027
$1K ﹤0.01%
97
2028
$1K ﹤0.01%
22
2029
$1K ﹤0.01%
8
2030
$1K ﹤0.01%
5
2031
$1K ﹤0.01%
+61
2032
$1K ﹤0.01%
35
2033
$1K ﹤0.01%
1
2034
$1K ﹤0.01%
25
2035
$1K ﹤0.01%
1
2036
$1K ﹤0.01%
44
2037
$1K ﹤0.01%
+100
2038
$1K ﹤0.01%
27
2039
$1K ﹤0.01%
320
2040
$1K ﹤0.01%
24
2041
$1K ﹤0.01%
34
2042
$1K ﹤0.01%
30
2043
$1K ﹤0.01%
11
2044
$1K ﹤0.01%
39
2045
$1K ﹤0.01%
32
2046
$1K ﹤0.01%
43
2047
$1K ﹤0.01%
21
2048
$1K ﹤0.01%
26
2049
$1K ﹤0.01%
212
2050
$1K ﹤0.01%
39