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
651
$41K 0.01%
+722
652
$41K 0.01%
+734
653
$41K 0.01%
+335
654
$41K 0.01%
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655
$41K 0.01%
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656
$40K 0.01%
+6,685
657
$40K 0.01%
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658
$40K 0.01%
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659
$40K 0.01%
+657
660
$40K 0.01%
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661
$39K 0.01%
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662
$39K 0.01%
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663
$39K 0.01%
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664
$39K 0.01%
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$37K 0.01%
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666
$37K 0.01%
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$37K 0.01%
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668
$37K 0.01%
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669
$37K 0.01%
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$37K 0.01%
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673
$36K 0.01%
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674
$36K 0.01%
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675
$36K 0.01%
+700
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