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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
1776
$13K ﹤0.01%
1,440
1777
$13K ﹤0.01%
3,407
1778
$13K ﹤0.01%
560
+154
1779
$13K ﹤0.01%
70
+23
1780
$13K ﹤0.01%
140
+1
1781
$13K ﹤0.01%
1,078
-299
1782
$13K ﹤0.01%
504
-50
1783
$13K ﹤0.01%
430
+31
1784
$13K ﹤0.01%
+468
1785
$13K ﹤0.01%
354
1786
$13K ﹤0.01%
278
1787
$13K ﹤0.01%
137
1788
$13K ﹤0.01%
466
-12
1789
$13K ﹤0.01%
+282
1790
$13K ﹤0.01%
490
-17,000
1791
$13K ﹤0.01%
714
+121
1792
$13K ﹤0.01%
109
1793
$13K ﹤0.01%
180
+108
1794
$13K ﹤0.01%
282
1795
$13K ﹤0.01%
+347
1796
$13K ﹤0.01%
448
1797
$13K ﹤0.01%
238
1798
$13K ﹤0.01%
183
1799
$13K ﹤0.01%
258
1800
$13K ﹤0.01%
100
70 71
72
73 74