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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
1601
$2K ﹤0.01%
+136
1602
$2K ﹤0.01%
+40
1603
$2K ﹤0.01%
+71
1604
$2K ﹤0.01%
+47
1605
$2K ﹤0.01%
+210
1606
$2K ﹤0.01%
+33
1607
$2K ﹤0.01%
+232
1608
$2K ﹤0.01%
+84
1609
$2K ﹤0.01%
+178
1610
$2K ﹤0.01%
+63
1611
$2K ﹤0.01%
+77
1612
$2K ﹤0.01%
+75
1613
$2K ﹤0.01%
+86
1614
$2K ﹤0.01%
+55
1615
$2K ﹤0.01%
+45
1616
$2K ﹤0.01%
+42
1617
$2K ﹤0.01%
+88
1618
$2K ﹤0.01%
+84
1619
$2K ﹤0.01%
+42
1620
$2K ﹤0.01%
+31
1621
$2K ﹤0.01%
+42
1622
$2K ﹤0.01%
+292
1623
$2K ﹤0.01%
+20
1624
$2K ﹤0.01%
+80
1625
$2K ﹤0.01%
+77
63 64
65
66 67