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
751
$28K 0.01%
+760
752
$28K 0.01%
+570
753
$28K 0.01%
+800
754
$28K 0.01%
+1,255
755
$28K 0.01%
+192
756
$28K 0.01%
+639
757
$27K 0.01%
+2,649
758
$27K 0.01%
+1,755
759
$27K 0.01%
+265
760
$27K 0.01%
+353
761
$27K 0.01%
+245
762
$27K 0.01%
+1,110
763
$27K 0.01%
+567
764
$27K 0.01%
+2,026
765
$27K 0.01%
+446
766
$27K 0.01%
+2,000
767
$26K 0.01%
+113
768
$26K 0.01%
+2,287
769
$26K 0.01%
+550
770
$26K 0.01%
+389
771
$26K 0.01%
+873
772
$26K 0.01%
+2,804
773
$26K 0.01%
+4,326
774
$26K 0.01%
+306
775
$26K 0.01%
+342
29 30
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32 33