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%
+4
1427
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+99
1428
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+266
1429
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+75
1430
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+149
1431
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1432
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+155
1433
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+70
1434
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+235
1435
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+101
1436
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+60
1437
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1438
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1439
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+120
1440
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+392
1441
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+147
1442
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1443
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1444
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+95
1445
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+209
1446
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+63
1447
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+105
1448
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+256
1449
$4K ﹤0.01%
+380
1450
$4K ﹤0.01%
+209