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
1326
$6K ﹤0.01%
+337
1327
$6K ﹤0.01%
+1
1328
$6K ﹤0.01%
+225
1329
$6K ﹤0.01%
+148
1330
$6K ﹤0.01%
+100
1331
$6K ﹤0.01%
+444
1332
$6K ﹤0.01%
+163
1333
$6K ﹤0.01%
+214
1334
$6K ﹤0.01%
+500
1335
$6K ﹤0.01%
+70
1336
$6K ﹤0.01%
+132
1337
$6K ﹤0.01%
+703
1338
$6K ﹤0.01%
+145
1339
$6K ﹤0.01%
+328
1340
$6K ﹤0.01%
+379
1341
$5K ﹤0.01%
+372
1342
$5K ﹤0.01%
+170
1343
$5K ﹤0.01%
+163
1344
$5K ﹤0.01%
+57
1345
$5K ﹤0.01%
+100
1346
$5K ﹤0.01%
+64
1347
$5K ﹤0.01%
+150
1348
$5K ﹤0.01%
+156
1349
$5K ﹤0.01%
+600
1350
$5K ﹤0.01%
+201