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
$426M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,830
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$28M
3
+$12.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$11M
5
AAPL icon
Apple
AAPL
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.13%
2 Financials 5.94%
3 Communication Services 5.87%
4 Energy 5.26%
5 Healthcare 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$104K 0.02%
+7,290
377
$103K 0.02%
+3,582
378
$103K 0.02%
+1,914
379
$103K 0.02%
+1,286
380
$102K 0.02%
+68
381
$101K 0.02%
+1,102
382
$101K 0.02%
+926
383
$101K 0.02%
+1,593
384
$100K 0.02%
+4,775
385
$100K 0.02%
+352
386
$100K 0.02%
+3,363
387
$100K 0.02%
+1,990
388
$100K 0.02%
+3,138
389
$99K 0.02%
+3,087
390
$99K 0.02%
+894
391
$99K 0.02%
+921
392
$99K 0.02%
+987
393
$98K 0.02%
+4,197
394
$98K 0.02%
+2,047
395
$97K 0.02%
+3,562
396
$97K 0.02%
+2,277
397
$97K 0.02%
+921
398
$96K 0.02%
+12,998
399
$96K 0.02%
+13,106
400
$95K 0.02%
+589
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