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
1576
$3K ﹤0.01%
+213
1577
$3K ﹤0.01%
+166
1578
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+237
1579
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+150
1580
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1581
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+48
1582
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+138
1583
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+29
1584
$3K ﹤0.01%
+264
1585
$3K ﹤0.01%
+40
1586
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+90
1587
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+28
1589
$3K ﹤0.01%
+135
1590
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+42
1591
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+82
1592
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+29
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+125
1594
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+136
1595
$2K ﹤0.01%
+40
1596
$2K ﹤0.01%
+86
1597
$2K ﹤0.01%
+55
1598
$2K ﹤0.01%
+45
1599
$2K ﹤0.01%
+42
1600
$2K ﹤0.01%
+88
62 63
64
65 66