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
1651
$2K ﹤0.01%
+77
1652
$2K ﹤0.01%
+26
1653
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+14
1654
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+32
1655
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+34
1656
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+35
1657
$2K ﹤0.01%
+104
1658
$2K ﹤0.01%
+27
1659
$2K ﹤0.01%
+76
1660
$2K ﹤0.01%
+295
1661
$2K ﹤0.01%
+214
1662
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+131
1663
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+33
1664
$2K ﹤0.01%
+83
1665
$2K ﹤0.01%
+10
1666
$2K ﹤0.01%
+53
1667
$2K ﹤0.01%
+68
1668
$2K ﹤0.01%
+100
1669
$2K ﹤0.01%
+103
1670
$2K ﹤0.01%
+70
1671
$2K ﹤0.01%
+28
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