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
901
$18K ﹤0.01%
+1,648
902
$18K ﹤0.01%
+1,250
903
$18K ﹤0.01%
+23,993
904
$18K ﹤0.01%
+334
905
$18K ﹤0.01%
+298
906
$18K ﹤0.01%
+3,439
907
$18K ﹤0.01%
+165
908
$18K ﹤0.01%
+519
909
$18K ﹤0.01%
+349
910
$18K ﹤0.01%
+1,000
911
$17K ﹤0.01%
+523
912
$17K ﹤0.01%
+534
913
$17K ﹤0.01%
+256
914
$17K ﹤0.01%
+699
915
$17K ﹤0.01%
+1,547
916
$17K ﹤0.01%
+934
917
$17K ﹤0.01%
+6,424
918
$17K ﹤0.01%
+202
919
$17K ﹤0.01%
+420
920
$17K ﹤0.01%
+394
921
$17K ﹤0.01%
+493
922
$17K ﹤0.01%
+102
923
$17K ﹤0.01%
+542
924
$17K ﹤0.01%
+152
925
$17K ﹤0.01%
+242
35 36
37
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