PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
1201
$8K ﹤0.01%
+918
1202
$8K ﹤0.01%
+98
1203
$8K ﹤0.01%
+264
1204
$8K ﹤0.01%
+1,458
1205
$8K ﹤0.01%
+31
1206
$8K ﹤0.01%
+255
1207
$8K ﹤0.01%
+162
1208
$8K ﹤0.01%
+125
1209
$8K ﹤0.01%
+116
1210
$8K ﹤0.01%
+310
1211
$8K ﹤0.01%
+180
1212
$8K ﹤0.01%
+457
1213
$8K ﹤0.01%
+1,900
1214
$8K ﹤0.01%
+95
1215
$8K ﹤0.01%
+70
1216
$8K ﹤0.01%
+565
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%
+111