PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
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
1701
$1K ﹤0.01%
+83
1702
$1K ﹤0.01%
+39
1703
$1K ﹤0.01%
+32
1704
$1K ﹤0.01%
+58
1705
$1K ﹤0.01%
+37
1706
$1K ﹤0.01%
+35
1707
$1K ﹤0.01%
+46
1708
$1K ﹤0.01%
+4
1709
$1K ﹤0.01%
+50
1710
$1K ﹤0.01%
+16
1711
$1K ﹤0.01%
+34
1712
$1K ﹤0.01%
+40
1713
$1K ﹤0.01%
+8
1714
$1K ﹤0.01%
+18
1715
$1K ﹤0.01%
+48
1716
$1K ﹤0.01%
+70
1717
$1K ﹤0.01%
+191
1718
$1K ﹤0.01%
+47
1719
$1K ﹤0.01%
+10
1720
$1K ﹤0.01%
+64
1721
$1K ﹤0.01%
+9
1722
$1K ﹤0.01%
+20
1723
$1K ﹤0.01%
+30
1724
$1K ﹤0.01%
+23
1725
$1K ﹤0.01%
+37
67 68
69
70 71