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%
+825
802
$24K 0.01%
+662
803
$24K 0.01%
+151
804
$24K 0.01%
+773
805
$24K 0.01%
+449
806
$24K 0.01%
+1,945
807
$24K 0.01%
+762
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%
+520
815
$23K 0.01%
+321
816
$23K 0.01%
+99
817
$23K 0.01%
+1,226
818
$23K 0.01%
+604
819
$23K 0.01%
+776
820
$23K 0.01%
+195
821
$23K 0.01%
+737
822
$23K 0.01%
+362
823
$22K 0.01%
+675
824
$22K 0.01%
+500
825
$22K 0.01%
+614
31 32
33
34 35