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
26
$2.98M 0.7%
+40,602
27
$2.75M 0.65%
+76,935
28
$2.69M 0.63%
+23,306
29
$2.6M 0.61%
+24,996
30
$2.47M 0.58%
+39,778
31
$2.45M 0.57%
+76,149
32
$2.39M 0.56%
+60,340
33
$2.38M 0.56%
+78,611
34
$2.33M 0.55%
+19,799
35
$2.29M 0.54%
+84,775
36
$2.29M 0.54%
+27,224
37
$2.24M 0.53%
+26,343
38
$2.16M 0.51%
+26,740
39
$2.12M 0.5%
+24,461
40
$2.1M 0.49%
+55,168
41
$2.04M 0.48%
+77,250
42
$2.04M 0.48%
+52,760
43
$1.98M 0.46%
+22,919
44
$1.97M 0.46%
+36,809
45
$1.9M 0.45%
+34,194
46
$1.89M 0.44%
+45,688
47
$1.88M 0.44%
+37,554
48
$1.84M 0.43%
+148,470
49
$1.83M 0.43%
+15,411
50
$1.71M 0.4%
+24,828
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