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
1251
$7K ﹤0.01%
+164
1252
$7K ﹤0.01%
+150
1253
$7K ﹤0.01%
+53
1254
$7K ﹤0.01%
+199
1255
$7K ﹤0.01%
+234
1256
$7K ﹤0.01%
+272
1257
$7K ﹤0.01%
+94
1258
$7K ﹤0.01%
+800
1259
$7K ﹤0.01%
+106
1260
$7K ﹤0.01%
+223
1261
$7K ﹤0.01%
+205
1262
$7K ﹤0.01%
+455
1263
$7K ﹤0.01%
+83
1264
$7K ﹤0.01%
+119
1265
$7K ﹤0.01%
+204
1266
$7K ﹤0.01%
+430
1267
$7K ﹤0.01%
+76
1268
$7K ﹤0.01%
+465
1269
$7K ﹤0.01%
+282
1270
$7K ﹤0.01%
+455
1271
$7K ﹤0.01%
+120
1272
$7K ﹤0.01%
+111
1273
$7K ﹤0.01%
+655
1274
$7K ﹤0.01%
+142
1275
$7K ﹤0.01%
+52