PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
926
$17K ﹤0.01%
+700
927
$17K ﹤0.01%
+133
928
$17K ﹤0.01%
+523
929
$17K ﹤0.01%
+400
930
$17K ﹤0.01%
+1,189
931
$17K ﹤0.01%
+866
932
$17K ﹤0.01%
+304
933
$17K ﹤0.01%
+6,424
934
$17K ﹤0.01%
+202
935
$17K ﹤0.01%
+152
936
$16K ﹤0.01%
+356
937
$16K ﹤0.01%
+325
938
$16K ﹤0.01%
+330
939
$16K ﹤0.01%
+531
940
$16K ﹤0.01%
+192
941
$16K ﹤0.01%
+564
942
$16K ﹤0.01%
+365
943
$16K ﹤0.01%
+310
944
$16K ﹤0.01%
+618
945
$16K ﹤0.01%
+428
946
$16K ﹤0.01%
+250
947
$16K ﹤0.01%
+288
948
$16K ﹤0.01%
+271
949
$16K ﹤0.01%
+700
950
$16K ﹤0.01%
+294
36 37
38
39 40