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
1726
$1K ﹤0.01%
+20
1727
$1K ﹤0.01%
+72
1728
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+27
1729
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+2
1730
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+18
1731
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+13
1732
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+17
1733
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+30
1734
$1K ﹤0.01%
+61
1735
$1K ﹤0.01%
+83
1736
$1K ﹤0.01%
+39
1737
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+32
1738
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+58
1739
$1K ﹤0.01%
+37
1740
$1K ﹤0.01%
+35
1741
$1K ﹤0.01%
+46
1742
$1K ﹤0.01%
+4
1743
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+50
1744
$1K ﹤0.01%
+16
1745
$1K ﹤0.01%
+34
1746
$1K ﹤0.01%
+40
1747
$1K ﹤0.01%
+8
1748
$1K ﹤0.01%
+18
1749
$1K ﹤0.01%
+48
1750
$1K ﹤0.01%
+70
68 69
70
71 72