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
1001
$14K ﹤0.01%
+132
1002
$14K ﹤0.01%
+931
1003
$14K ﹤0.01%
+549
1004
$14K ﹤0.01%
+97
1005
$14K ﹤0.01%
+716
1006
$14K ﹤0.01%
+94
1007
$14K ﹤0.01%
+323
1008
$14K ﹤0.01%
+149
1009
$14K ﹤0.01%
+2,000
1010
$14K ﹤0.01%
+375
1011
$14K ﹤0.01%
+198
1012
$14K ﹤0.01%
+1,518
1013
$13K ﹤0.01%
+2,207
1014
$13K ﹤0.01%
+584
1015
$13K ﹤0.01%
+104
1016
$13K ﹤0.01%
+263
1017
$13K ﹤0.01%
+254
1018
$13K ﹤0.01%
+26
1019
$13K ﹤0.01%
+529
1020
$13K ﹤0.01%
+1,514
1021
$13K ﹤0.01%
+209
1022
$13K ﹤0.01%
+87
1023
$13K ﹤0.01%
+195
1024
$13K ﹤0.01%
+132
1025
$13K ﹤0.01%
+156