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
1401
$5K ﹤0.01%
+140
1402
$5K ﹤0.01%
+164
1403
$5K ﹤0.01%
+173
1404
$5K ﹤0.01%
+300
1405
$5K ﹤0.01%
+200
1406
$5K ﹤0.01%
+262
1407
$4K ﹤0.01%
+43
1408
$4K ﹤0.01%
+84
1409
$4K ﹤0.01%
+95
1410
$4K ﹤0.01%
+209
1411
$4K ﹤0.01%
+63
1412
$4K ﹤0.01%
+105
1413
$4K ﹤0.01%
+256
1414
$4K ﹤0.01%
+70
1415
$4K ﹤0.01%
+78
1416
$4K ﹤0.01%
+89
1417
$4K ﹤0.01%
+179
1418
$4K ﹤0.01%
+39
1419
$4K ﹤0.01%
+285
1420
$4K ﹤0.01%
+200
1421
$4K ﹤0.01%
+142
1422
$4K ﹤0.01%
+125
1423
$4K ﹤0.01%
+380
1424
$4K ﹤0.01%
+209
1425
$4K ﹤0.01%
+196
55 56
57
58 59