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
1526
$3K ﹤0.01%
+150
1527
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+104
1528
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+48
1529
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+138
1530
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+29
1531
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+264
1532
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+40
1533
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+90
1534
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+85
1535
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+41
1536
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+44
1537
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+320
1538
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+100
1539
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+25
1540
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+123
1541
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+41
1542
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+217
1543
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+160
1544
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+115
1545
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+167
1546
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+671
1547
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+11
1548
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+25
1549
$3K ﹤0.01%
+185
1550
$3K ﹤0.01%
+154