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
501
$66K 0.02%
+4,372
502
$66K 0.02%
+1,890
503
$65K 0.02%
+583
504
$65K 0.02%
+2,672
505
$65K 0.02%
+1,733
506
$65K 0.02%
+1,436
507
$65K 0.02%
+2,073
508
$65K 0.02%
+1,595
509
$65K 0.02%
+2,865
510
$64K 0.02%
+1,180
511
$64K 0.02%
+832
512
$64K 0.02%
+2,352
513
$64K 0.02%
+3,030
514
$63K 0.01%
+25,000
515
$63K 0.01%
+438
516
$63K 0.01%
+1,804
517
$63K 0.01%
+6,000
518
$63K 0.01%
+1,068
519
$63K 0.01%
+537
520
$63K 0.01%
+1,264
521
$62K 0.01%
+1,323
522
$62K 0.01%
+631
523
$62K 0.01%
+1,046
524
$62K 0.01%
+1,074
525
$62K 0.01%
+1,670
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