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 11.88%
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%
135
2027
$4K ﹤0.01%
500
2028
$4K ﹤0.01%
+182
2029
$4K ﹤0.01%
179
2030
$4K ﹤0.01%
405
2031
$4K ﹤0.01%
106
2032
$4K ﹤0.01%
+109
2033
$4K ﹤0.01%
32
+9
2034
$4K ﹤0.01%
200
2035
$4K ﹤0.01%
201
-1
2036
$4K ﹤0.01%
106
2037
$4K ﹤0.01%
80
2038
$4K ﹤0.01%
270
2039
$4K ﹤0.01%
+342
2040
$4K ﹤0.01%
117
2041
$4K ﹤0.01%
28
2042
$4K ﹤0.01%
59
-1
2043
$4K ﹤0.01%
93
2044
$4K ﹤0.01%
149
2045
$4K ﹤0.01%
300
2046
$4K ﹤0.01%
145
2047
$4K ﹤0.01%
77
2048
$4K ﹤0.01%
89
2049
$4K ﹤0.01%
188
-38
2050
$4K ﹤0.01%
36
80 81
82
83 84