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
1701
$1K ﹤0.01%
+2
1702
$1K ﹤0.01%
+18
1703
$1K ﹤0.01%
+13
1704
$1K ﹤0.01%
+17
1705
$1K ﹤0.01%
+30
1706
$1K ﹤0.01%
+61
1707
$1K ﹤0.01%
+83
1708
$1K ﹤0.01%
+39
1709
$1K ﹤0.01%
+32
1710
$1K ﹤0.01%
+58
1711
$1K ﹤0.01%
+37
1712
$1K ﹤0.01%
+35
1713
$1K ﹤0.01%
+46
1714
$1K ﹤0.01%
+4
1715
$1K ﹤0.01%
+50
1716
$1K ﹤0.01%
+16
1717
$1K ﹤0.01%
+18
1718
$1K ﹤0.01%
+48
1719
$1K ﹤0.01%
+14
1720
$1K ﹤0.01%
+57
1721
$1K ﹤0.01%
+64
1722
$1K ﹤0.01%
+9
1723
$1K ﹤0.01%
+20
1724
$1K ﹤0.01%
+30
1725
$1K ﹤0.01%
+23