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
1201
$8K ﹤0.01%
+1,174
1202
$8K ﹤0.01%
+124
1203
$8K ﹤0.01%
+64
1204
$8K ﹤0.01%
+195
1205
$8K ﹤0.01%
+128
1206
$8K ﹤0.01%
+100
1207
$8K ﹤0.01%
+388
1208
$8K ﹤0.01%
+282
1209
$8K ﹤0.01%
+339
1210
$8K ﹤0.01%
+140
1211
$8K ﹤0.01%
+269
1212
$8K ﹤0.01%
+918
1213
$8K ﹤0.01%
+98
1214
$8K ﹤0.01%
+264
1215
$8K ﹤0.01%
+1,458
1216
$8K ﹤0.01%
+31
1217
$8K ﹤0.01%
+255
1218
$8K ﹤0.01%
+400
1219
$8K ﹤0.01%
+937
1220
$8K ﹤0.01%
+106
1221
$8K ﹤0.01%
+437
1222
$8K ﹤0.01%
+133
1223
$8K ﹤0.01%
+315
1224
$8K ﹤0.01%
+128
1225
$7K ﹤0.01%
+90