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
451
$170K 0.02%
417
+237
452
$170K 0.02%
1,254
-3
453
$170K 0.02%
6,928
+98
454
$169K 0.02%
5,733
+171
455
$168K 0.02%
1,017
-92
456
$168K 0.02%
571
-94
457
$167K 0.02%
39
+7
458
$167K 0.02%
3,427
-1
459
$166K 0.02%
3,816
-4,347
460
$166K 0.02%
6,767
-1,294
461
$166K 0.02%
1,259
-49
462
$166K 0.02%
2,258
-34
463
$166K 0.02%
3,470
+180
464
$165K 0.02%
3,164
-236
465
$164K 0.02%
4,127
+811
466
$164K 0.02%
2,784
+620
467
$164K 0.02%
2,005
+324
468
$162K 0.02%
1,693
+69
469
$162K 0.02%
395
+25
470
$161K 0.02%
10,000
+4,000
471
$160K 0.02%
9,330
472
$160K 0.02%
1,838
-298
473
$160K 0.02%
9,171
-11,322
474
$159K 0.02%
4,188
-39
475
$159K 0.02%
1,016
-2
17 18
19
20 21