PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
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
1276
$7K ﹤0.01%
+94
1277
$7K ﹤0.01%
+800
1278
$7K ﹤0.01%
+106
1279
$7K ﹤0.01%
+223
1280
$7K ﹤0.01%
+205
1281
$7K ﹤0.01%
+455
1282
$6K ﹤0.01%
+172
1283
$6K ﹤0.01%
+251
1284
$6K ﹤0.01%
+137
1285
$6K ﹤0.01%
+379
1286
$6K ﹤0.01%
+170
1287
$6K ﹤0.01%
+132
1288
$6K ﹤0.01%
+134
1289
$6K ﹤0.01%
+1,335
1290
$6K ﹤0.01%
+332
1291
$6K ﹤0.01%
+162
1292
$6K ﹤0.01%
+88
1293
$6K ﹤0.01%
+500
1294
$6K ﹤0.01%
+84
1295
$6K ﹤0.01%
+115
1296
$6K ﹤0.01%
+110
1297
$6K ﹤0.01%
+147
1298
$6K ﹤0.01%
+163
1299
$6K ﹤0.01%
+13
1300
$6K ﹤0.01%
+163