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
876
$19K ﹤0.01%
+2,185
877
$19K ﹤0.01%
+417
878
$19K ﹤0.01%
+110
879
$19K ﹤0.01%
+558
880
$19K ﹤0.01%
+391
881
$19K ﹤0.01%
+375
882
$19K ﹤0.01%
+2,000
883
$19K ﹤0.01%
+334
884
$18K ﹤0.01%
+192
885
$18K ﹤0.01%
+903
886
$18K ﹤0.01%
+2,254
887
$18K ﹤0.01%
+743
888
$18K ﹤0.01%
+244
889
$18K ﹤0.01%
+1,000
890
$18K ﹤0.01%
+513
891
$18K ﹤0.01%
+2,785
892
$18K ﹤0.01%
+275
893
$18K ﹤0.01%
+217
894
$18K ﹤0.01%
+1,137
895
$18K ﹤0.01%
+735
896
$18K ﹤0.01%
+375
897
$18K ﹤0.01%
+282
898
$18K ﹤0.01%
+1,200
899
$18K ﹤0.01%
+735
900
$18K ﹤0.01%
+271
34 35
36
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