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
$699M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,329
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.32M
3
+$4.34M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.32M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.72M

Top Sells

1
+$4.56M
2
+$3.21M
3
+$1.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$840K

Sector Composition

1 Technology 8.26%
2 Financials 6.47%
3 Communication Services 5.6%
4 Consumer Discretionary 4.87%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
+101
2027
$1K ﹤0.01%
37
-29
2028
$1K ﹤0.01%
39
-885
2029
$1K ﹤0.01%
154
2030
$1K ﹤0.01%
69
2031
$1K ﹤0.01%
23
+5
2032
$1K ﹤0.01%
+45
2033
$1K ﹤0.01%
17
2034
$1K ﹤0.01%
57
2035
$1K ﹤0.01%
21
+16
2036
$1K ﹤0.01%
83
2037
$1K ﹤0.01%
29
2038
$1K ﹤0.01%
20
2039
$1K ﹤0.01%
+107
2040
$1K ﹤0.01%
27
2041
$1K ﹤0.01%
47
-246
2042
$1K ﹤0.01%
51
-42
2043
$1K ﹤0.01%
96
2044
$1K ﹤0.01%
39
2045
$1K ﹤0.01%
81
2046
$1K ﹤0.01%
+50
2047
$1K ﹤0.01%
113
2048
$1K ﹤0.01%
31
2049
$1K ﹤0.01%
25
2050
$1K ﹤0.01%
160
80 81
82
83 84