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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
1576
$3K ﹤0.01%
+104
1577
$3K ﹤0.01%
+48
1578
$3K ﹤0.01%
+138
1579
$3K ﹤0.01%
+29
1580
$3K ﹤0.01%
+264
1581
$3K ﹤0.01%
+40
1582
$3K ﹤0.01%
+90
1583
$3K ﹤0.01%
+98
1584
$3K ﹤0.01%
+28
1585
$3K ﹤0.01%
+135
1586
$3K ﹤0.01%
+217
1587
$3K ﹤0.01%
+52
1588
$3K ﹤0.01%
+115
1589
$3K ﹤0.01%
+119
1590
$2K ﹤0.01%
+28
1591
$2K ﹤0.01%
+160
1592
– –
0
1593
$2K ﹤0.01%
+22
1594
$2K ﹤0.01%
+26
1595
$2K ﹤0.01%
+21
1596
$2K ﹤0.01%
+52
1597
$2K ﹤0.01%
+42
1598
$2K ﹤0.01%
+82
1599
$2K ﹤0.01%
+29
1600
$2K ﹤0.01%
+125
62 63
64
65 66