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
1051
$12K ﹤0.01%
+484
1052
$12K ﹤0.01%
+82
1053
$12K ﹤0.01%
+139
1054
$12K ﹤0.01%
+627
1055
$12K ﹤0.01%
+151
1056
$12K ﹤0.01%
+8
1057
$12K ﹤0.01%
+175
1058
$11K ﹤0.01%
+110
1059
$11K ﹤0.01%
+250
1060
$11K ﹤0.01%
+51
1061
$11K ﹤0.01%
+337
1062
$11K ﹤0.01%
+375
1063
$11K ﹤0.01%
+581
1064
$11K ﹤0.01%
+135
1065
$11K ﹤0.01%
+392
1066
$11K ﹤0.01%
+328
1067
$11K ﹤0.01%
+65
1068
$11K ﹤0.01%
+507
1069
$11K ﹤0.01%
+180
1070
$11K ﹤0.01%
+351
1071
$11K ﹤0.01%
+286
1072
$11K ﹤0.01%
+593
1073
$11K ﹤0.01%
+206
1074
$11K ﹤0.01%
+672
1075
$11K ﹤0.01%
+302
41 42
43
44 45