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
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.7M
4
LYFT icon
Lyft
LYFT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.18M

Top Sells

1
+$2.83M
2
+$2.54M
3
+$2.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.12M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.39M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3K ﹤0.01%
225
2027
$3K ﹤0.01%
209
2028
$3K ﹤0.01%
160
2029
$3K ﹤0.01%
+25
2030
$3K ﹤0.01%
43
2031
$3K ﹤0.01%
92
-626
2032
$3K ﹤0.01%
+101
2033
$3K ﹤0.01%
119
2034
$3K ﹤0.01%
245
2035
$3K ﹤0.01%
98
2036
$3K ﹤0.01%
142
-316
2037
$3K ﹤0.01%
+380
2038
$3K ﹤0.01%
68
2039
$3K ﹤0.01%
190
+15
2040
$3K ﹤0.01%
462
2041
$3K ﹤0.01%
33
2042
$3K ﹤0.01%
3
2043
$3K ﹤0.01%
106
-374
2044
$3K ﹤0.01%
23
2045
$3K ﹤0.01%
45
2046
$3K ﹤0.01%
+293
2047
$3K ﹤0.01%
418
2048
$3K ﹤0.01%
175
2049
$3K ﹤0.01%
30
2050
$3K ﹤0.01%
77
-87
80 81
82
83 84