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
51
$1.7M 0.4%
+12,588
52
$1.64M 0.39%
+21,488
53
$1.64M 0.38%
+12,206
54
$1.62M 0.38%
+14,686
55
$1.58M 0.37%
+9,898
56
$1.56M 0.37%
+16,729
57
$1.54M 0.36%
+27,427
58
$1.51M 0.35%
+15,218
59
$1.5M 0.35%
+18,155
60
$1.47M 0.35%
+38,198
61
$1.4M 0.33%
+91,360
62
$1.38M 0.33%
+18,814
63
$1.35M 0.32%
+43,837
64
$1.33M 0.31%
+12,700
65
$1.32M 0.31%
+19,242
66
$1.32M 0.31%
+5,662
67
$1.3M 0.31%
+6,978
68
$1.27M 0.3%
+28,464
69
$1.26M 0.3%
+11,378
70
$1.21M 0.28%
+30,545
71
$1.19M 0.28%
+11,713
72
$1.18M 0.28%
+20,204
73
$1.17M 0.28%
+7,395
74
$1.16M 0.27%
+15,919
75
$1.14M 0.27%
+12,082
1 2
3
4 5