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
1126
$10K ﹤0.01%
+352
1127
$10K ﹤0.01%
+209
1128
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+96
1129
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+261
1130
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1131
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1132
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+2,370
1133
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+124
1134
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+197
1135
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+3
1136
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+437
1137
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+1,178
1138
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1139
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1140
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1141
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1144
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1145
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+316
1146
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+450
1147
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+300
1148
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+200
1149
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+120
1150
$9K ﹤0.01%
+491