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
701
$32K 0.01%
+2,345
702
$32K 0.01%
+498
703
$32K 0.01%
+564
704
$32K 0.01%
+870
705
$32K 0.01%
+801
706
$32K 0.01%
+283
707
$32K 0.01%
+750
708
$32K 0.01%
+1,291
709
$32K 0.01%
+887
710
$32K 0.01%
+512
711
$31K 0.01%
+353
712
$31K 0.01%
+511
713
$31K 0.01%
+465
714
$31K 0.01%
+376
715
$31K 0.01%
+536
716
$31K 0.01%
+636
717
$31K 0.01%
+1,449
718
$31K 0.01%
+1,446
719
$31K 0.01%
+434
720
$31K 0.01%
+501
721
$31K 0.01%
+880
722
$31K 0.01%
+2,326
723
$31K 0.01%
+490
724
$30K 0.01%
+170
725
$30K 0.01%
+167