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
776
$26K 0.01%
+585
777
$26K 0.01%
+591
778
$26K 0.01%
+1,000
779
$26K 0.01%
+370
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$26K 0.01%
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781
$25K 0.01%
+782
782
$25K 0.01%
+1,331
783
$25K 0.01%
+2,165
784
$25K 0.01%
+634
785
$25K 0.01%
+264
786
$25K 0.01%
+325
787
$25K 0.01%
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788
$25K 0.01%
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789
$25K 0.01%
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790
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$25K 0.01%
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$25K 0.01%
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793
$25K 0.01%
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$25K 0.01%
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795
$24K 0.01%
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$24K 0.01%
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$24K 0.01%
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799
$24K 0.01%
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800
$24K 0.01%
+516
30 31
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