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
451
$78K 0.02%
+2,200
452
$77K 0.02%
+1,444
453
$77K 0.02%
+2,231
454
$76K 0.02%
+917
455
$76K 0.02%
+8,575
456
$76K 0.02%
+1,781
457
$76K 0.02%
+7,000
458
$75K 0.02%
+883
459
$75K 0.02%
+712
460
$75K 0.02%
+1,085
461
$75K 0.02%
+763
462
$74K 0.02%
+1,423
463
$74K 0.02%
+1,848
464
$74K 0.02%
+967
465
$74K 0.02%
+577
466
$74K 0.02%
+418
467
$74K 0.02%
+1,933
468
$73K 0.02%
+3,745
469
$72K 0.02%
+249
470
$72K 0.02%
+2,817
471
$72K 0.02%
+487
472
$72K 0.02%
+1,061
473
$72K 0.02%
+3,870
474
$72K 0.02%
+2,363
475
$71K 0.02%
+1,778
17 18
19
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