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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
1126
$10K ﹤0.01%
+181
1127
$10K ﹤0.01%
+2,370
1128
$10K ﹤0.01%
+829
1129
$10K ﹤0.01%
+620
1130
$10K ﹤0.01%
+130
1131
$10K ﹤0.01%
+1,000
1132
$10K ﹤0.01%
+124
1133
$10K ﹤0.01%
+3
1134
$10K ﹤0.01%
+437
1135
$10K ﹤0.01%
+1,178
1136
$10K ﹤0.01%
+197
1137
$10K ﹤0.01%
+82
1138
$9K ﹤0.01%
+167
1139
$9K ﹤0.01%
+53
1140
$9K ﹤0.01%
+92
1141
$9K ﹤0.01%
+59
1142
$9K ﹤0.01%
+122
1143
$9K ﹤0.01%
+284
1144
$9K ﹤0.01%
+179
1145
$9K ﹤0.01%
+101
1146
$9K ﹤0.01%
+467
1147
$9K ﹤0.01%
+126
1148
$9K ﹤0.01%
+1,611
1149
$9K ﹤0.01%
+383
1150
$9K ﹤0.01%
+222
44 45
46
47 48