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
626
$44K 0.01%
+959
627
$44K 0.01%
+1,740
628
$44K 0.01%
+594
629
$43K 0.01%
+591
630
$43K 0.01%
+740
631
$43K 0.01%
+2,783
632
$43K 0.01%
+119
633
$43K 0.01%
+3,066
634
$43K 0.01%
+672
635
$43K 0.01%
+3,000
636
$42K 0.01%
+478
637
$42K 0.01%
+600
638
$42K 0.01%
+2,100
639
$42K 0.01%
+2,500
640
$42K 0.01%
+525
641
$42K 0.01%
+414
642
$42K 0.01%
+533
643
$42K 0.01%
+645
644
$41K 0.01%
+459
645
$41K 0.01%
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646
$41K 0.01%
+210
647
$41K 0.01%
+1,710
648
$41K 0.01%
+990
649
$41K 0.01%
+291
650
$41K 0.01%
+260
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