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
$2.36B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,205
New
Increased
Reduced
Closed

Top Sells

1 +$8.84M
2 +$8.59M
3 +$4.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.07M
5
UBER icon
Uber
UBER
+$1.66M

Sector Composition

1 Technology 15.98%
2 Financials 7.55%
3 Healthcare 5.94%
4 Communication Services 5.22%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$9K ﹤0.01%
8
2027
$9K ﹤0.01%
218
-1
2028
$9K ﹤0.01%
+263
2029
$9K ﹤0.01%
291
+60
2030
$9K ﹤0.01%
251
+155
2031
$9K ﹤0.01%
16
+2
2032
$9K ﹤0.01%
161
-6
2033
$9K ﹤0.01%
413
+285
2034
$9K ﹤0.01%
239
+30
2035
$9K ﹤0.01%
780
+93
2036
$9K ﹤0.01%
88
2037
$9K ﹤0.01%
1,441
2038
$9K ﹤0.01%
183
+5
2039
$9K ﹤0.01%
111
2040
$9K ﹤0.01%
247
+27
2041
$9K ﹤0.01%
216
2042
$9K ﹤0.01%
205
2043
$9K ﹤0.01%
65
+11
2044
$9K ﹤0.01%
110
+94
2045
$9K ﹤0.01%
415
+79
2046
$9K ﹤0.01%
280
2047
$9K ﹤0.01%
79
+51
2048
$9K ﹤0.01%
116
2049
$9K ﹤0.01%
80
2050
$9K ﹤0.01%
465