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
1676
$1K ﹤0.01%
+25
1677
$1K ﹤0.01%
+33
1678
$1K ﹤0.01%
+18
1679
$1K ﹤0.01%
+50
1680
$1K ﹤0.01%
+65
1681
$1K ﹤0.01%
+124
1682
$1K ﹤0.01%
+56
1683
$1K ﹤0.01%
+60
1684
$1K ﹤0.01%
+57
1685
$1K ﹤0.01%
+64
1686
$1K ﹤0.01%
+9
1687
$1K ﹤0.01%
+20
1688
$1K ﹤0.01%
+30
1689
$1K ﹤0.01%
+23
1690
$1K ﹤0.01%
+37
1691
$1K ﹤0.01%
+21
1692
$1K ﹤0.01%
+39
1693
$1K ﹤0.01%
+28
1694
$1K ﹤0.01%
+25
1695
$1K ﹤0.01%
+17
1696
$1K ﹤0.01%
+60
1697
$1K ﹤0.01%
+15
1698
$1K ﹤0.01%
+12
1699
$1K ﹤0.01%
+19
1700
$1K ﹤0.01%
+93