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
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1 +$55.4M
2 +$18.2M
3 +$17.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.2M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$10.9M

Sector Composition

1 Technology 15.54%
2 Financials 8.09%
3 Healthcare 6.25%
4 Communication Services 5.32%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$7K ﹤0.01%
144
2027
$7K ﹤0.01%
79
-11
2028
$7K ﹤0.01%
276
+95
2029
$7K ﹤0.01%
132
2030
$7K ﹤0.01%
125
-90
2031
$7K ﹤0.01%
178
2032
$7K ﹤0.01%
341
2033
$7K ﹤0.01%
75
2034
$7K ﹤0.01%
+90
2035
$7K ﹤0.01%
236
2036
$7K ﹤0.01%
431
+214
2037
$7K ﹤0.01%
500
2038
$7K ﹤0.01%
171
+96
2039
$7K ﹤0.01%
163
+21
2040
$7K ﹤0.01%
342
2041
$7K ﹤0.01%
32
+12
2042
$7K ﹤0.01%
1,025
2043
$7K ﹤0.01%
597
2044
$7K ﹤0.01%
40
+21
2045
$7K ﹤0.01%
+530
2046
$7K ﹤0.01%
2,224
2047
$7K ﹤0.01%
171
+71
2048
$7K ﹤0.01%
39
+34
2049
$7K ﹤0.01%
250
2050
$7K ﹤0.01%
116