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
801
$24K 0.01%
+821
802
$24K 0.01%
+233
803
$24K 0.01%
+516
804
$24K 0.01%
+825
805
$24K 0.01%
+773
806
$24K 0.01%
+449
807
$24K 0.01%
+1,945
808
$24K 0.01%
+1,600
809
$24K 0.01%
+1,006
810
$24K 0.01%
+619
811
$24K 0.01%
+1,258
812
$24K 0.01%
+784
813
$24K 0.01%
+350
814
$23K 0.01%
+737
815
$23K 0.01%
+362
816
$23K 0.01%
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817
$23K 0.01%
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818
$23K 0.01%
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819
$23K 0.01%
+1,226
820
$23K 0.01%
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$23K 0.01%
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$23K 0.01%
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823
$22K 0.01%
+130
824
$22K 0.01%
+334
825
$22K 0.01%
+5,136
31 32
33
34 35