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
$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%
+107
2027
$1K ﹤0.01%
51
-42
2028
$1K ﹤0.01%
96
2029
$1K ﹤0.01%
39
2030
$1K ﹤0.01%
81
2031
$1K ﹤0.01%
146
2032
$1K ﹤0.01%
243
-253
2033
$1K ﹤0.01%
8
2034
$1K ﹤0.01%
93
2035
$1K ﹤0.01%
200
2036
$1K ﹤0.01%
+50
2037
$1K ﹤0.01%
113
2038
$1K ﹤0.01%
31
2039
$1K ﹤0.01%
25
2040
$1K ﹤0.01%
160
2041
$1K ﹤0.01%
+50
2042
$1K ﹤0.01%
76
2043
$1K ﹤0.01%
113
2044
$1K ﹤0.01%
27
2045
$1K ﹤0.01%
22
-17
2046
$1K ﹤0.01%
24
2047
$1K ﹤0.01%
37
2048
$1K ﹤0.01%
108
2049
$1K ﹤0.01%
126
-112
2050
$1K ﹤0.01%
50
80 81
82
83 84