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
601
$48K 0.01%
+1,100
602
$47K 0.01%
+2,619
603
$47K 0.01%
+796
604
$47K 0.01%
+1,652
605
$47K 0.01%
+1,066
606
$47K 0.01%
+1,319
607
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+200
608
$47K 0.01%
+1,299
609
$47K 0.01%
+1
610
$46K 0.01%
+956
611
$46K 0.01%
+863
612
$46K 0.01%
+930
613
$46K 0.01%
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614
$46K 0.01%
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615
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+2,582
616
$46K 0.01%
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617
$45K 0.01%
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618
$45K 0.01%
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$45K 0.01%
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$45K 0.01%
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$45K 0.01%
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622
$45K 0.01%
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623
$45K 0.01%
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624
$45K 0.01%
+671
625
$45K 0.01%
+251
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