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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$6.6M
2
+$6.26M
3
+$4.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.72M

Top Sells

1
+$4.53M
2
+$3.2M
3
+$1.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$833K

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%
+50
2027
$1K ﹤0.01%
113
2028
$1K ﹤0.01%
31
2029
$1K ﹤0.01%
25
2030
$1K ﹤0.01%
160
2031
$1K ﹤0.01%
+50
2032
$1K ﹤0.01%
76
2033
$1K ﹤0.01%
113
2034
$1K ﹤0.01%
27
2035
$1K ﹤0.01%
22
-17
2036
$1K ﹤0.01%
24
2037
$1K ﹤0.01%
37
2038
$1K ﹤0.01%
108
2039
$1K ﹤0.01%
126
-112
2040
$1K ﹤0.01%
50
2041
$1K ﹤0.01%
53
2042
$1K ﹤0.01%
184
2043
$1K ﹤0.01%
64
2044
$1K ﹤0.01%
13
2045
$1K ﹤0.01%
22
-16
2046
$1K ﹤0.01%
21
2047
$1K ﹤0.01%
41
2048
$1K ﹤0.01%
13
2049
$1K ﹤0.01%
94
2050
$1K ﹤0.01%
7,800
80 81
82
83 84