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
1626
$2K ﹤0.01%
+140
1627
$2K ﹤0.01%
+24
1628
$2K ﹤0.01%
+144
1629
$2K ﹤0.01%
+220
1630
$2K ﹤0.01%
+233
1631
$2K ﹤0.01%
+63
1632
$2K ﹤0.01%
+77
1633
$2K ﹤0.01%
+119
1634
$2K ﹤0.01%
+28
1635
$2K ﹤0.01%
+160
1636
– –
0
1637
$2K ﹤0.01%
+22
1638
$2K ﹤0.01%
+26
1639
$2K ﹤0.01%
+21
1640
$2K ﹤0.01%
+52
1641
$2K ﹤0.01%
+71
1642
$2K ﹤0.01%
+47
1643
$2K ﹤0.01%
+210
1644
$2K ﹤0.01%
+33
1645
$2K ﹤0.01%
+232
1646
$2K ﹤0.01%
+84
1647
$2K ﹤0.01%
+178
1648
$2K ﹤0.01%
+75
1649
$2K ﹤0.01%
+20
1650
$2K ﹤0.01%
+80
64 65
66
67 68