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
1601
$2K ﹤0.01%
+28
1602
$2K ﹤0.01%
+100
1603
$2K ﹤0.01%
+200
1604
$2K ﹤0.01%
+100
1605
$2K ﹤0.01%
+62
1606
$2K ﹤0.01%
+42
1607
$2K ﹤0.01%
+29
1608
$2K ﹤0.01%
+29
1609
$2K ﹤0.01%
+150
1610
$2K ﹤0.01%
+365
1611
$2K ﹤0.01%
+442
1612
$2K ﹤0.01%
+126
1613
$2K ﹤0.01%
+100
1614
$2K ﹤0.01%
+140
1615
$2K ﹤0.01%
+24
1616
$2K ﹤0.01%
+144
1617
$2K ﹤0.01%
+220
1618
$2K ﹤0.01%
+63
1619
$2K ﹤0.01%
+28
1620
$2K ﹤0.01%
+160
1621
– –
0
1622
$2K ﹤0.01%
+22
1623
$2K ﹤0.01%
+26
1624
$2K ﹤0.01%
+21
1625
$2K ﹤0.01%
+52
63 64
65
66 67