We are live on ! Find out more
PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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 +$42M
2 +$27.4M
3 +$11.7M
4
AAPL icon
Apple
AAPL
+$10.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.6M

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
1551
$3K ﹤0.01%
+50
1552
$3K ﹤0.01%
+181
1553
$3K ﹤0.01%
+41
1554
$3K ﹤0.01%
+3
1555
$3K ﹤0.01%
+49
1556
$3K ﹤0.01%
+217
1557
$3K ﹤0.01%
+160
1558
$3K ﹤0.01%
+123
1559
$3K ﹤0.01%
+115
1560
$3K ﹤0.01%
+167
1561
$3K ﹤0.01%
+671
1562
$3K ﹤0.01%
+11
1563
$3K ﹤0.01%
+25
1564
$3K ﹤0.01%
+70
1565
$3K ﹤0.01%
+150
1566
$3K ﹤0.01%
+451
1567
$3K ﹤0.01%
+127
1568
$3K ﹤0.01%
+29
1569
$3K ﹤0.01%
+220
1570
$3K ﹤0.01%
+62
1571
$3K ﹤0.01%
+25
1572
$3K ﹤0.01%
+213
1573
$3K ﹤0.01%
+166
1574
$3K ﹤0.01%
+237
1575
$3K ﹤0.01%
+150