PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
2101
$6K ﹤0.01%
62
2102
$6K ﹤0.01%
+70
2103
$6K ﹤0.01%
505
2104
$6K ﹤0.01%
154
2105
$6K ﹤0.01%
152
+59
2106
$6K ﹤0.01%
142
2107
$6K ﹤0.01%
202
+68
2108
$6K ﹤0.01%
1,000
2109
$6K ﹤0.01%
+384
2110
$6K ﹤0.01%
96
+8
2111
$6K ﹤0.01%
+925
2112
$6K ﹤0.01%
100
2113
$6K ﹤0.01%
352
2114
$6K ﹤0.01%
195
2115
$6K ﹤0.01%
70
2116
$6K ﹤0.01%
62
2117
$6K ﹤0.01%
560
2118
$6K ﹤0.01%
184
+46
2119
$6K ﹤0.01%
250
2120
$6K ﹤0.01%
90
2121
$6K ﹤0.01%
212
2122
$6K ﹤0.01%
65
-35
2123
$6K ﹤0.01%
115
2124
$6K ﹤0.01%
335
2125
$6K ﹤0.01%
182