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
1301
$6K ﹤0.01%
+214
1302
$6K ﹤0.01%
+110
1303
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+193
1304
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1305
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1306
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1307
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+500
1308
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1309
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+115
1310
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+147
1311
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+163
1312
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1313
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1314
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1315
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+13
1316
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+1,000
1317
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+1,590
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+555
1319
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+83
1320
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+337
1321
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+167
1322
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+61
1323
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+48
1324
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+100
1325
$6K ﹤0.01%
+58