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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
2726
$1K ﹤0.01%
+100
2727
$1K ﹤0.01%
179
2728
$1K ﹤0.01%
+100
2729
$1K ﹤0.01%
100
+12
2730
$1K ﹤0.01%
+57
2731
$1K ﹤0.01%
10
-5
2732
$1K ﹤0.01%
+134
2733
$1K ﹤0.01%
+22
2734
$1K ﹤0.01%
82
+52
2735
$1K ﹤0.01%
25
2736
$1K ﹤0.01%
78
-126
2737
$1K ﹤0.01%
+56
2738
$1K ﹤0.01%
34
-412
2739
$1K ﹤0.01%
+16
2740
$1K ﹤0.01%
438
2741
$1K ﹤0.01%
+100
2742
$1K ﹤0.01%
92
2743
$1K ﹤0.01%
+33
2744
$1K ﹤0.01%
+4
2745
$1K ﹤0.01%
+5
2746
$1K ﹤0.01%
+225
2747
$1K ﹤0.01%
+14
2748
$1K ﹤0.01%
63
+28
2749
$1K ﹤0.01%
18
2750
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108 109
110
111 112