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
676
$36K 0.01%
+1,000
677
$36K 0.01%
+1,179
678
$35K 0.01%
+617
679
$35K 0.01%
+1,318
680
$35K 0.01%
+1,177
681
$35K 0.01%
+58
682
$35K 0.01%
+433
683
$35K 0.01%
+194
684
$34K 0.01%
+569
685
$34K 0.01%
+818
686
$34K 0.01%
+1,104
687
$34K 0.01%
+3,940
688
$34K 0.01%
+868
689
$34K 0.01%
+307
690
$34K 0.01%
+3,250
691
$34K 0.01%
+538
692
$34K 0.01%
+483
693
$33K 0.01%
+5,305
694
$33K 0.01%
+20
695
$33K 0.01%
+360
696
$33K 0.01%
+425
697
$33K 0.01%
+2,401
698
$33K 0.01%
+2,700
699
$33K 0.01%
+1,543
700
$33K 0.01%
+696
26 27
28
29 30