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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$63.2M
2
+$17.6M
3
+$17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.1M
5
PLTR icon
Palantir
PLTR
+$12.8M

Top Sells

1
+$10M
2
+$8.38M
3
+$4.65M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.49M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.89M

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
2601
$1K ﹤0.01%
132
2602
$1K ﹤0.01%
16
2603
$1K ﹤0.01%
+4
2604
$1K ﹤0.01%
101
-199
2605
$1K ﹤0.01%
36
+19
2606
$1K ﹤0.01%
76
-1,237
2607
$1K ﹤0.01%
9
-96
2608
$1K ﹤0.01%
+32
2609
$1K ﹤0.01%
+9
2610
$1K ﹤0.01%
15
-7
2611
$1K ﹤0.01%
30
2612
$1K ﹤0.01%
+27
2613
$1K ﹤0.01%
5
2614
$1K ﹤0.01%
+104
2615
$1K ﹤0.01%
+12
2616
$1K ﹤0.01%
+17
2617
$1K ﹤0.01%
91
+1
2618
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27
2619
$1K ﹤0.01%
+37
2620
$1K ﹤0.01%
+32
2621
$1K ﹤0.01%
+100
2622
$1K ﹤0.01%
+6
2623
$1K ﹤0.01%
+11
2624
$1K ﹤0.01%
+8
2625
$1K ﹤0.01%
136
103 104
105
106 107