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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
1076
$11K ﹤0.01%
+81
1077
$11K ﹤0.01%
+114
1078
$11K ﹤0.01%
+197
1079
$11K ﹤0.01%
+150
1080
$11K ﹤0.01%
+128
1081
$11K ﹤0.01%
+595
1082
$11K ﹤0.01%
+669
1083
$11K ﹤0.01%
+250
1084
$11K ﹤0.01%
+997
1085
$11K ﹤0.01%
+126
1086
$11K ﹤0.01%
+471
1087
$11K ﹤0.01%
+1,669
1088
$11K ﹤0.01%
+128
1089
$11K ﹤0.01%
+573
1090
$11K ﹤0.01%
+337
1091
$11K ﹤0.01%
+633
1092
$11K ﹤0.01%
+873
1093
$11K ﹤0.01%
+105
1094
$11K ﹤0.01%
+360
1095
$11K ﹤0.01%
+166
1096
$11K ﹤0.01%
+51
1097
$11K ﹤0.01%
+286
1098
$10K ﹤0.01%
+850
1099
$10K ﹤0.01%
+92
1100
$10K ﹤0.01%
+400
42 43
44
45 46