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
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14M
3
+$11.3M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.3M
5
UBER icon
Uber
UBER
+$4.66M

Top Sells

1
+$6.7M
2
+$4.74M
3
+$4.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.04M
5
MBB icon
iShares MBS ETF
MBB
+$1.14M

Sector Composition

1 Technology 11.89%
2 Financials 5.94%
3 Healthcare 5.53%
4 Communication Services 4.12%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$4K ﹤0.01%
106
2027
$4K ﹤0.01%
142
2028
$4K ﹤0.01%
+58
2029
$4K ﹤0.01%
234
-1,064
2030
$4K ﹤0.01%
100
2031
$4K ﹤0.01%
+109
2032
$4K ﹤0.01%
32
+9
2033
$4K ﹤0.01%
200
2034
$4K ﹤0.01%
+223
2035
$4K ﹤0.01%
164
2036
$4K ﹤0.01%
205
2037
$4K ﹤0.01%
76
2038
$4K ﹤0.01%
47
2039
$4K ﹤0.01%
40
2040
$4K ﹤0.01%
173
2041
$4K ﹤0.01%
+122
2042
$4K ﹤0.01%
36
2043
$4K ﹤0.01%
+224
2044
$4K ﹤0.01%
148
-91
2045
$4K ﹤0.01%
55
-3
2046
$4K ﹤0.01%
200
2047
$4K ﹤0.01%
71
+1
2048
$4K ﹤0.01%
586
2049
$4K ﹤0.01%
161
2050
$4K ﹤0.01%
362
-110
80 81
82
83 84