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
1701
$1K ﹤0.01%
+50
1702
$1K ﹤0.01%
+24
1703
$1K ﹤0.01%
+44
1704
$1K ﹤0.01%
+22
1705
$1K ﹤0.01%
+25
1706
$1K ﹤0.01%
+27
1707
$1K ﹤0.01%
+27
1708
$1K ﹤0.01%
+32
1709
$1K ﹤0.01%
+39
1710
$1K ﹤0.01%
+32
1711
$1K ﹤0.01%
+26
1712
$1K ﹤0.01%
+34
1713
$1K ﹤0.01%
+33
1714
$1K ﹤0.01%
+350
1715
$1K ﹤0.01%
+25
1716
$1K ﹤0.01%
+19
1717
$1K ﹤0.01%
+678
1718
$1K ﹤0.01%
+34
1719
$1K ﹤0.01%
+71
1720
$1K ﹤0.01%
+45
1721
$1K ﹤0.01%
+10
1722
$1K ﹤0.01%
+35
1723
$1K ﹤0.01%
+119
1724
$1K ﹤0.01%
+24
1725
$1K ﹤0.01%
+44