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
$2.97B
AUM Growth
+$660M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,647
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$27.7M
3
+$27.4M
4
AAPL icon
Apple
AAPL
+$20.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.8M

Top Sells

1
+$21.2M
2
+$16.1M
3
+$12.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$12.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.96M

Sector Composition

1 Technology 13.87%
2 Healthcare 8.82%
3 Financials 6.99%
4 Consumer Discretionary 4.35%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$13.1K ﹤0.01%
893
-843
2027
$13.1K ﹤0.01%
474
+28
2028
$13.1K ﹤0.01%
411
+29
2029
$13K ﹤0.01%
554
2030
$13K ﹤0.01%
117
-54
2031
$13K ﹤0.01%
351
2032
$12.9K ﹤0.01%
340
-342
2033
$12.9K ﹤0.01%
133
+79
2034
$12.8K ﹤0.01%
365
-26
2035
$12.7K ﹤0.01%
921
+861
2036
$12.6K ﹤0.01%
91
-82
2037
$12.6K ﹤0.01%
42
+8
2038
$12.6K ﹤0.01%
55
+35
2039
$12.6K ﹤0.01%
174
2040
$12.5K ﹤0.01%
662
2041
$12.5K ﹤0.01%
215
-24
2042
$12.4K ﹤0.01%
300
2043
$12.4K ﹤0.01%
332
+14
2044
$12.4K ﹤0.01%
+714
2045
$12.3K ﹤0.01%
1,708
+107
2046
$12.3K ﹤0.01%
889
-529
2047
$12.3K ﹤0.01%
161
+111
2048
$12.2K ﹤0.01%
2,000
2049
$12.1K ﹤0.01%
732
-48
2050
$12.1K ﹤0.01%
186
+169
80 81
82
83 84