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%
+188
1302
$6K ﹤0.01%
+132
1303
$6K ﹤0.01%
+703
1304
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+145
1305
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+132
1306
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+134
1307
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+1,335
1308
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+332
1309
$6K ﹤0.01%
+162
1310
$6K ﹤0.01%
+88
1311
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+500
1312
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+84
1313
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+115
1314
$6K ﹤0.01%
+1,590
1315
$6K ﹤0.01%
+555
1316
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+83
1317
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+337
1318
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+167
1319
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+163
1320
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+113
1321
$6K ﹤0.01%
+170
1322
$6K ﹤0.01%
+70
1323
$6K ﹤0.01%
+280
1324
$6K ﹤0.01%
+119
1325
$6K ﹤0.01%
+172