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
1426
$4K ﹤0.01%
+200
1427
$4K ﹤0.01%
+74
1428
$4K ﹤0.01%
+155
1429
$4K ﹤0.01%
+277
1430
$4K ﹤0.01%
+170
1431
$4K ﹤0.01%
+4
1432
$4K ﹤0.01%
+99
1433
$4K ﹤0.01%
+266
1434
$4K ﹤0.01%
+310
1435
$4K ﹤0.01%
+334
1436
$4K ﹤0.01%
+43
1437
$4K ﹤0.01%
+84
1438
$4K ﹤0.01%
+209
1439
$4K ﹤0.01%
+63
1440
$4K ﹤0.01%
+105
1441
$4K ﹤0.01%
+256
1442
$4K ﹤0.01%
+70
1443
$4K ﹤0.01%
+78
1444
$4K ﹤0.01%
+89
1445
$4K ﹤0.01%
+179
1446
$4K ﹤0.01%
+39
1447
$4K ﹤0.01%
+285
1448
$4K ﹤0.01%
+200
1449
$4K ﹤0.01%
+142
1450
$4K ﹤0.01%
+125