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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$42M
2
+$27.4M
3
+$11.7M
4
AAPL icon
Apple
AAPL
+$10.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.6M

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
901
$18K ﹤0.01%
+23,993
902
$18K ﹤0.01%
+334
903
$18K ﹤0.01%
+349
904
$18K ﹤0.01%
+1,000
905
$18K ﹤0.01%
+1,200
906
$18K ﹤0.01%
+298
907
$18K ﹤0.01%
+3,439
908
$18K ﹤0.01%
+165
909
$18K ﹤0.01%
+735
910
$18K ﹤0.01%
+271
911
$17K ﹤0.01%
+420
912
$17K ﹤0.01%
+394
913
$17K ﹤0.01%
+493
914
$17K ﹤0.01%
+102
915
$17K ﹤0.01%
+542
916
$17K ﹤0.01%
+152
917
$17K ﹤0.01%
+242
918
$17K ﹤0.01%
+324
919
$17K ﹤0.01%
+266
920
$17K ﹤0.01%
+523
921
$17K ﹤0.01%
+534
922
$17K ﹤0.01%
+256
923
$17K ﹤0.01%
+699
924
$17K ﹤0.01%
+1,547
925
$17K ﹤0.01%
+934
35 36
37
38 39