PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
1626
$2K ﹤0.01%
+77
1627
$2K ﹤0.01%
+26
1628
$2K ﹤0.01%
+14
1629
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+32
1630
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+34
1631
$2K ﹤0.01%
+29
1632
$2K ﹤0.01%
+150
1633
$2K ﹤0.01%
+47
1634
$2K ﹤0.01%
+225
1635
$2K ﹤0.01%
+30
1636
$2K ﹤0.01%
+68
1637
$2K ﹤0.01%
+81
1638
$2K ﹤0.01%
+60
1639
$2K ﹤0.01%
+100
1640
$2K ﹤0.01%
+72
1641
$2K ﹤0.01%
+139
1642
$2K ﹤0.01%
+79
1643
$2K ﹤0.01%
+35
1644
$2K ﹤0.01%
+35
1645
$2K ﹤0.01%
+104
1646
$2K ﹤0.01%
+27
1647
$2K ﹤0.01%
+76
1648
$2K ﹤0.01%
+295
1649
$2K ﹤0.01%
+83
1650
$2K ﹤0.01%
+86
64 65
66
67 68