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
551
$55K 0.01%
+1,336
552
$55K 0.01%
+2,200
553
$55K 0.01%
+1,565
554
$55K 0.01%
+658
555
$55K 0.01%
+800
556
$54K 0.01%
+263
557
$54K 0.01%
+1,200
558
$54K 0.01%
+1,610
559
$54K 0.01%
+1,138
560
$54K 0.01%
+3,457
561
$54K 0.01%
+319
562
$53K 0.01%
+710
563
$53K 0.01%
+1,337
564
$53K 0.01%
+789
565
$53K 0.01%
+990
566
$53K 0.01%
+1,300
567
$53K 0.01%
+2,825
568
$52K 0.01%
+3,096
569
$52K 0.01%
+352
570
$52K 0.01%
+617
571
$52K 0.01%
+1,000
572
$52K 0.01%
+344
573
$51K 0.01%
+1,900
574
$51K 0.01%
+2,009
575
$51K 0.01%
+677
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