PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
+$42M
2
+$27.4M
3
+$11.7M
4
AAPL icon
Apple
AAPL
+$10.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.6M

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
776
$26K 0.01%
+585
777
$26K 0.01%
+591
778
$26K 0.01%
+1,000
779
$26K 0.01%
+370
780
$26K 0.01%
+2,234
781
$25K 0.01%
+2,165
782
$25K 0.01%
+782
783
$25K 0.01%
+1,331
784
$25K 0.01%
+634
785
$25K 0.01%
+264
786
$25K 0.01%
+325
787
$25K 0.01%
+742
788
$25K 0.01%
+254
789
$25K 0.01%
+140
790
$25K 0.01%
+415
791
$25K 0.01%
+1,300
792
$25K 0.01%
+511
793
$25K 0.01%
+960
794
$25K 0.01%
+1,000
795
$24K 0.01%
+662
796
$24K 0.01%
+151
797
$24K 0.01%
+295
798
$24K 0.01%
+453
799
$24K 0.01%
+495
800
$24K 0.01%
+821
30 31
32
33 34