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
726
$30K 0.01%
+363
727
$30K 0.01%
+386
728
$30K 0.01%
+1,216
729
$30K 0.01%
+185
730
$30K 0.01%
+430
731
$30K 0.01%
+675
732
$30K 0.01%
+560
733
$30K 0.01%
+232
734
$29K 0.01%
+246
735
$29K 0.01%
+944
736
$29K 0.01%
+1,343
737
$29K 0.01%
+846
738
$29K 0.01%
+840
739
$29K 0.01%
+2,000
740
$29K 0.01%
+2,480
741
$29K 0.01%
+642
742
$29K 0.01%
+494
743
$29K 0.01%
+629
744
$29K 0.01%
+1,873
745
$29K 0.01%
+495
746
$29K 0.01%
+130
747
$29K 0.01%
+634
748
$28K 0.01%
+343
749
$28K 0.01%
+430
750
$28K 0.01%
+1,774