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
3,564
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%
52
2877
$1K ﹤0.01%
39
+24
2878
$1K ﹤0.01%
5
2879
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40
2880
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+23
2881
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+100
2882
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113
2883
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+1,000
2884
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161
2885
$1K ﹤0.01%
100
2886
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100
2887
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+242
2888
$1K ﹤0.01%
+10
2889
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27
+1
2890
$1K ﹤0.01%
33
-29
2891
$1K ﹤0.01%
30
-141
2892
$1K ﹤0.01%
53
+21
2893
$1K ﹤0.01%
26
+21
2894
$1K ﹤0.01%
144
+12
2895
$1K ﹤0.01%
30
-112
2896
$1K ﹤0.01%
51
-66
2897
$1K ﹤0.01%
5
2898
$1K ﹤0.01%
37
2899
$1K ﹤0.01%
47
-105
2900
$1K ﹤0.01%
38
+13
114 115
116
117 118