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
501
$138K 0.02%
1,686
+690
502
$138K 0.02%
5,063
+1,499
503
$137K 0.02%
2,513
+361
504
$136K 0.02%
1,140
-160
505
$136K 0.02%
11,274
+1,781
506
$135K 0.02%
1,964
+200
507
$135K 0.02%
447
+297
508
$135K 0.02%
785
+2
509
$134K 0.02%
3,380
+52
510
$134K 0.02%
706
511
$133K 0.01%
4,862
+1,462
512
$132K 0.01%
3,451
+141
513
$132K 0.01%
1,035
+238
514
$132K 0.01%
13,336
+1,512
515
$131K 0.01%
936
+167
516
$131K 0.01%
1,295
-1
517
$131K 0.01%
1,998
518
$131K 0.01%
7,775
-460
519
$131K 0.01%
1,383
-1,625
520
$131K 0.01%
5,253
521
$131K 0.01%
3,027
522
$130K 0.01%
3,869
-63
523
$129K 0.01%
2,980
-120
524
$129K 0.01%
1,949
-102
525
$129K 0.01%
2,638
-823
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