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
$1.84B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,864
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$10.7M
3 +$10.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$8.71M
5
SNAP icon
Snap
SNAP
+$8.67M

Top Sells

1 +$19M
2 +$14.3M
3 +$5.61M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.53M

Sector Composition

1 Technology 13.67%
2 Financials 8.06%
3 Healthcare 7%
4 Consumer Discretionary 5.27%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$5K ﹤0.01%
1,000
2027
$5K ﹤0.01%
30
+12
2028
$5K ﹤0.01%
76
2029
$5K ﹤0.01%
107
2030
$5K ﹤0.01%
88
-15
2031
$5K ﹤0.01%
195
2032
$5K ﹤0.01%
+129
2033
$5K ﹤0.01%
70
2034
$5K ﹤0.01%
560
2035
$5K ﹤0.01%
415
2036
$5K ﹤0.01%
681
+1
2037
$5K ﹤0.01%
121
-703
2038
$5K ﹤0.01%
236
+6
2039
$5K ﹤0.01%
330
+115
2040
$5K ﹤0.01%
91
-95
2041
$5K ﹤0.01%
233
+10
2042
$5K ﹤0.01%
111
-21
2043
$5K ﹤0.01%
98
-99
2044
$5K ﹤0.01%
529
2045
$4K ﹤0.01%
+112
2046
$4K ﹤0.01%
189
2047
$4K ﹤0.01%
+86
2048
$4K ﹤0.01%
+128
2049
$4K ﹤0.01%
200
2050
$4K ﹤0.01%
422