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%
+223
1502
$3K ﹤0.01%
+100
1503
$3K ﹤0.01%
+27
1504
$3K ﹤0.01%
+132
1505
$3K ﹤0.01%
+328
1506
$3K ﹤0.01%
+22
1507
$3K ﹤0.01%
+80
1508
$3K ﹤0.01%
+157
1509
$3K ﹤0.01%
+192
1510
$3K ﹤0.01%
+33
1511
$3K ﹤0.01%
+95
1512
$3K ﹤0.01%
+178
1513
$3K ﹤0.01%
+52
1514
$3K ﹤0.01%
+115
1515
$3K ﹤0.01%
+30
1516
$3K ﹤0.01%
+181
1517
$3K ﹤0.01%
+3
1518
$3K ﹤0.01%
+49
1519
$3K ﹤0.01%
+451
1520
$3K ﹤0.01%
+127
1521
$3K ﹤0.01%
+29
1522
$3K ﹤0.01%
+220
1523
$3K ﹤0.01%
+213
1524
$3K ﹤0.01%
+166
1525
$3K ﹤0.01%
+237