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
576
$51K 0.01%
+677
577
$51K 0.01%
+600
578
$50K 0.01%
+43
579
$50K 0.01%
+634
580
$50K 0.01%
+275
581
$50K 0.01%
+710
582
$50K 0.01%
+7,956
583
$50K 0.01%
+1,907
584
$50K 0.01%
+1,074
585
$50K 0.01%
+1,780
586
$50K 0.01%
+2,000
587
$49K 0.01%
+5,418
588
$49K 0.01%
+340
589
$49K 0.01%
+1,894
590
$49K 0.01%
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591
$49K 0.01%
+1,091
592
$48K 0.01%
+2,216
593
$48K 0.01%
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594
$48K 0.01%
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595
$48K 0.01%
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596
$48K 0.01%
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597
$48K 0.01%
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598
$48K 0.01%
+852
599
$48K 0.01%
+1,010
600
$48K 0.01%
+158
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