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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

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
2051
$7K ﹤0.01%
1,025
2052
$7K ﹤0.01%
597
2053
$7K ﹤0.01%
+530
2054
$7K ﹤0.01%
54
2055
$7K ﹤0.01%
250
2056
$7K ﹤0.01%
116
2057
$7K ﹤0.01%
799
2058
$7K ﹤0.01%
+6,100
2059
$7K ﹤0.01%
164
+88
2060
$7K ﹤0.01%
364
2061
$7K ﹤0.01%
153
+1
2062
$7K ﹤0.01%
189
+13
2063
$7K ﹤0.01%
231
-31
2064
$7K ﹤0.01%
89
+25
2065
$7K ﹤0.01%
75
+68
2066
$7K ﹤0.01%
424
2067
$7K ﹤0.01%
+747
2068
$7K ﹤0.01%
54
+45
2069
$7K ﹤0.01%
+414
2070
$7K ﹤0.01%
276
-56
2071
$7K ﹤0.01%
40
+21
2072
$7K ﹤0.01%
2,224
2073
$7K ﹤0.01%
171
+71
2074
$7K ﹤0.01%
39
+34
2075
$7K ﹤0.01%
+408