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
826
$22K 0.01%
+292
827
$22K 0.01%
+675
828
$22K 0.01%
+500
829
$22K 0.01%
+614
830
$22K 0.01%
+446
831
$22K 0.01%
+453
832
$22K 0.01%
+752
833
$22K 0.01%
+842
834
$22K 0.01%
+238
835
$22K 0.01%
+261
836
$22K 0.01%
+917
837
$22K 0.01%
+544
838
$22K 0.01%
+259
839
$22K 0.01%
+410
840
$22K 0.01%
+1,151
841
$22K 0.01%
+443
842
$21K ﹤0.01%
+2,800
843
$21K ﹤0.01%
+687
844
$21K ﹤0.01%
+500
845
$21K ﹤0.01%
+4,254
846
$21K ﹤0.01%
+777
847
$21K ﹤0.01%
+870
848
$21K ﹤0.01%
+10,000
849
$21K ﹤0.01%
+389
850
$21K ﹤0.01%
+271
32 33
34
35 36