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
$888M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,523
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$9.14M
3
+$7.92M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.87M
5
IXN icon
iShares Global Tech ETF
IXN
+$7.85M

Top Sells

1
+$4.37M
2
+$1.85M
3
+$1.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M

Sector Composition

1 Technology 9.52%
2 Financials 6.56%
3 Communication Services 5.12%
4 Healthcare 5.09%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$199K 0.02%
1,804
402
$198K 0.02%
4,864
+2,573
403
$197K 0.02%
577
+122
404
$196K 0.02%
12,323
+1
405
$195K 0.02%
4,082
406
$195K 0.02%
5,394
+17
407
$194K 0.02%
5,214
+1,224
408
$194K 0.02%
2,447
-314
409
$194K 0.02%
7,615
410
$194K 0.02%
4,661
-569
411
$192K 0.02%
3,722
-203
412
$192K 0.02%
1,682
+38
413
$191K 0.02%
3,298
+288
414
$190K 0.02%
1,994
-237
415
$190K 0.02%
6,550
-360
416
$189K 0.02%
2,462
-247
417
$188K 0.02%
542
+156
418
$188K 0.02%
1,627
+631
419
$188K 0.02%
2,218
+144
420
$186K 0.02%
653
+154
421
$186K 0.02%
3,592
+2,687
422
$185K 0.02%
6,466
+1,612
423
$185K 0.02%
3,109
-98
424
$185K 0.02%
1,748
+1
425
$184K 0.02%
5,219
+2,286
15 16
17
18 19