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
1101
$10K ﹤0.01%
+1,000
1102
$10K ﹤0.01%
+210
1103
$10K ﹤0.01%
+850
1104
$10K ﹤0.01%
+92
1105
$10K ﹤0.01%
+400
1106
$10K ﹤0.01%
+931
1107
$10K ﹤0.01%
+300
1108
$10K ﹤0.01%
+450
1109
$10K ﹤0.01%
+158
1110
$10K ﹤0.01%
+123
1111
$10K ﹤0.01%
+71
1112
$10K ﹤0.01%
+792
1113
$10K ﹤0.01%
+420
1114
$10K ﹤0.01%
+82
1115
$10K ﹤0.01%
+148
1116
$10K ﹤0.01%
+602
1117
$10K ﹤0.01%
+204
1118
$10K ﹤0.01%
+322
1119
$10K ﹤0.01%
+563
1120
$10K ﹤0.01%
+305
1121
$10K ﹤0.01%
+150
1122
$10K ﹤0.01%
+129
1123
$10K ﹤0.01%
+111
1124
$10K ﹤0.01%
+160
1125
$10K ﹤0.01%
+1,088
43 44
45
46 47