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
1651
$2K ﹤0.01%
+214
1652
$2K ﹤0.01%
+131
1653
$2K ﹤0.01%
+33
1654
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+200
1655
$2K ﹤0.01%
+83
1656
$2K ﹤0.01%
+10
1657
$2K ﹤0.01%
+53
1658
$2K ﹤0.01%
+68
1659
$2K ﹤0.01%
+100
1660
$2K ﹤0.01%
+103
1661
$2K ﹤0.01%
+70
1662
$2K ﹤0.01%
+28
1663
$2K ﹤0.01%
+365
1664
$2K ﹤0.01%
+442
1665
$2K ﹤0.01%
+126
1666
$2K ﹤0.01%
+100
1667
$2K ﹤0.01%
+140
1668
$2K ﹤0.01%
+24
1669
$2K ﹤0.01%
+144
1670
$2K ﹤0.01%
+220
1671
$2K ﹤0.01%
+233
1672
$2K ﹤0.01%
+100
1673
$2K ﹤0.01%
+200
1674
$2K ﹤0.01%
+100
1675
$2K ﹤0.01%
+62
65 66
67
68 69