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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
1526
$22K ﹤0.01%
1,190
1527
$22K ﹤0.01%
101
-207
1528
$22K ﹤0.01%
+186
1529
$22K ﹤0.01%
240
+76
1530
$22K ﹤0.01%
90
+12
1531
$22K ﹤0.01%
2,730
+363
1532
$22K ﹤0.01%
608
1533
$22K ﹤0.01%
347
-67
1534
$21K ﹤0.01%
874
+22
1535
$21K ﹤0.01%
203
+9
1536
$21K ﹤0.01%
336
1537
$21K ﹤0.01%
2,800
1538
$21K ﹤0.01%
1,535
1539
$21K ﹤0.01%
126
+27
1540
$21K ﹤0.01%
837
+765
1541
$21K ﹤0.01%
792
+21
1542
$21K ﹤0.01%
363
+98
1543
$21K ﹤0.01%
334
+50
1544
$21K ﹤0.01%
497
+5
1545
$21K ﹤0.01%
68
+26
1546
$21K ﹤0.01%
122
+91
1547
$21K ﹤0.01%
4,606
1548
$21K ﹤0.01%
1,551
1549
$21K ﹤0.01%
+2,100
1550
$21K ﹤0.01%
228
+111
60 61
62
63 64