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
926
$17K ﹤0.01%
+324
927
$17K ﹤0.01%
+266
928
$17K ﹤0.01%
+3,020
929
$17K ﹤0.01%
+700
930
$17K ﹤0.01%
+133
931
$17K ﹤0.01%
+523
932
$17K ﹤0.01%
+400
933
$17K ﹤0.01%
+1,189
934
$17K ﹤0.01%
+866
935
$17K ﹤0.01%
+304
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%
+250
946
$16K ﹤0.01%
+428
947
$16K ﹤0.01%
+288
948
$16K ﹤0.01%
+271
949
$16K ﹤0.01%
+700
950
$16K ﹤0.01%
+294
36 37
38
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