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
1151
$9K ﹤0.01%
+167
1152
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+53
1153
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+168
1154
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+92
1155
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1156
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1157
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+284
1158
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+179
1159
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+101
1160
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+467
1161
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+126
1162
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+1,611
1163
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1164
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1165
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+222
1166
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+2,884
1167
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1168
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+10
1169
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+1,600
1170
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+142
1171
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+217
1172
$9K ﹤0.01%
+500
1173
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+84
1174
$9K ﹤0.01%
+194
1175
$9K ﹤0.01%
+153