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
851
$20K ﹤0.01%
+750
852
$20K ﹤0.01%
+838
853
$20K ﹤0.01%
+346
854
$20K ﹤0.01%
+2,600
855
$20K ﹤0.01%
+302
856
$20K ﹤0.01%
+314
857
$20K ﹤0.01%
+1,000
858
$20K ﹤0.01%
+1,084
859
$20K ﹤0.01%
+508
860
$20K ﹤0.01%
+776
861
$20K ﹤0.01%
+298
862
$20K ﹤0.01%
+2,211
863
$20K ﹤0.01%
+1,885
864
$20K ﹤0.01%
+320
865
$20K ﹤0.01%
+425
866
$20K ﹤0.01%
+535
867
$19K ﹤0.01%
+1,741
868
$19K ﹤0.01%
+558
869
$19K ﹤0.01%
+391
870
$19K ﹤0.01%
+300
871
$19K ﹤0.01%
+2,800
872
$19K ﹤0.01%
+248
873
$19K ﹤0.01%
+610
874
$19K ﹤0.01%
+230
875
$19K ﹤0.01%
+1,200
33 34
35
36 37