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
1501
$3K ﹤0.01%
+41
1502
$3K ﹤0.01%
+40
1503
$3K ﹤0.01%
+173
1504
$3K ﹤0.01%
+85
1505
$3K ﹤0.01%
+41
1506
$3K ﹤0.01%
+142
1507
$3K ﹤0.01%
+219
1508
$3K ﹤0.01%
+44
1509
$3K ﹤0.01%
+320
1510
$3K ﹤0.01%
+100
1511
$3K ﹤0.01%
+217
1512
$3K ﹤0.01%
+25
1513
$3K ﹤0.01%
+123
1514
$3K ﹤0.01%
+150
1515
$3K ﹤0.01%
+41
1516
$3K ﹤0.01%
+217
1517
$3K ﹤0.01%
+160
1518
$3K ﹤0.01%
+115
1519
$3K ﹤0.01%
+167
1520
$3K ﹤0.01%
+671
1521
$3K ﹤0.01%
+11
1522
$3K ﹤0.01%
+25
1523
$3K ﹤0.01%
+70
1524
$3K ﹤0.01%
+185
1525
$3K ﹤0.01%
+154