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
676
$81K 0.01%
981
677
$81K 0.01%
2,405
+477
678
$81K 0.01%
2,100
+1
679
$81K 0.01%
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680
$80K 0.01%
558
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681
$80K 0.01%
2,892
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682
$80K 0.01%
+10,227
683
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+2,000
684
$80K 0.01%
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685
$80K 0.01%
648
-98
686
$79K 0.01%
328
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687
$79K 0.01%
1,108
+363
688
$78K 0.01%
18,242
+3,276
689
$78K 0.01%
3,670
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690
$78K 0.01%
7,235
+2,861
691
$78K 0.01%
738
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$78K 0.01%
1,712
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656
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694
$77K 0.01%
1,578
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695
$77K 0.01%
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696
$77K 0.01%
1,541
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697
$76K 0.01%
1,032
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698
$76K 0.01%
3,633
+1
699
$76K 0.01%
1,515
-4
700
$75K 0.01%
4,692
+276
26 27
28
29 30