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

Top Buys

1
+$18M
2
+$16.6M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.22M
5
VTV icon
Vanguard Value ETF
VTV
+$6.18M

Top Sells

1
+$2.91M
2
+$2.54M
3
+$2.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.4M

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%
+293
2027
$3K ﹤0.01%
418
2028
$3K ﹤0.01%
175
2029
$3K ﹤0.01%
30
2030
$3K ﹤0.01%
77
-87
2031
$3K ﹤0.01%
+91
2032
$3K ﹤0.01%
121
2033
$3K ﹤0.01%
202
2034
$3K ﹤0.01%
234
2035
$3K ﹤0.01%
+33
2036
$3K ﹤0.01%
80
2037
$3K ﹤0.01%
28
-151
2038
$3K ﹤0.01%
44
+34
2039
$3K ﹤0.01%
175
2040
$3K ﹤0.01%
199
-1,079
2041
$3K ﹤0.01%
75
2042
$3K ﹤0.01%
198
+78
2043
$3K ﹤0.01%
93
+1
2044
$3K ﹤0.01%
71
2045
$3K ﹤0.01%
38
-43
2046
$3K ﹤0.01%
41
2047
$3K ﹤0.01%
137
2048
$3K ﹤0.01%
131
-81
2049
$3K ﹤0.01%
+70
2050
$3K ﹤0.01%
217
+203
80 81
82
83 84