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
$2.18B
AUM Growth
-$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,565
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$25.3M
3
+$18.4M
4
RC
Ready Capital
RC
+$17.3M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$16.3M

Top Sells

1
+$19M
2
+$13.3M
3
+$7.79M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.02M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.6M

Sector Composition

1 Technology 12.73%
2 Financials 8.76%
3 Healthcare 8.33%
4 Communication Services 4.17%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$1K ﹤0.01%
28
2877
$1K ﹤0.01%
+78
2878
$1K ﹤0.01%
100
2879
$1K ﹤0.01%
16
+2
2880
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54
2881
$1K ﹤0.01%
+12
2882
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43
-35
2883
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+96
2884
$1K ﹤0.01%
+64
2885
$1K ﹤0.01%
+41
2886
$1K ﹤0.01%
23
2887
$1K ﹤0.01%
378
-5,517
2888
$1K ﹤0.01%
27
-99
2889
$1K ﹤0.01%
311
+293
2890
$1K ﹤0.01%
+22
2891
$1K ﹤0.01%
36
-9
2892
$1K ﹤0.01%
85
2893
$1K ﹤0.01%
147
+123
2894
$1K ﹤0.01%
10
+1
2895
$1K ﹤0.01%
20
+4
2896
$1K ﹤0.01%
4
2897
$1K ﹤0.01%
88
+21
2898
$1K ﹤0.01%
+253
2899
$1K ﹤0.01%
39
+24
2900
$1K ﹤0.01%
23
-4
114 115
116
117 118