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
476
$71K 0.02%
+4,117
477
$71K 0.02%
+9,330
478
$71K 0.02%
+3,520
479
$71K 0.02%
+640
480
$71K 0.02%
+947
481
$71K 0.02%
+2,951
482
$71K 0.02%
+297
483
$71K 0.02%
+4,276
484
$70K 0.02%
+5,318
485
$70K 0.02%
+1,098
486
$70K 0.02%
+906
487
$70K 0.02%
+1,296
488
$69K 0.02%
+773
489
$68K 0.02%
+1,134
490
$68K 0.02%
+626
491
$68K 0.02%
+7,687
492
$68K 0.02%
+819
493
$68K 0.02%
+488
494
$68K 0.02%
+3,521
495
$67K 0.02%
+141
496
$67K 0.02%
+1,630
497
$67K 0.02%
+770
498
$67K 0.02%
+1,310
499
$67K 0.02%
+739
500
$66K 0.02%
+2,297
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