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
701
$75K 0.01%
860
+234
702
$75K 0.01%
4,054
+3,875
703
$75K 0.01%
490
-73
704
$74K 0.01%
4,686
705
$74K 0.01%
+2,081
706
$74K 0.01%
1,261
-1,230
707
$73K 0.01%
168
-40
708
$73K 0.01%
1,548
709
$72K 0.01%
10,593
+7,123
710
$72K 0.01%
2,103
+553
711
$72K 0.01%
634
712
$72K 0.01%
688
+90
713
$72K 0.01%
78
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714
$71K 0.01%
+2,939
715
$71K 0.01%
2,704
716
$71K 0.01%
1,890
717
$71K 0.01%
3,188
+1,545
718
$71K 0.01%
547
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719
$70K 0.01%
1,618
-108
720
$70K 0.01%
3,584
-1,600
721
$70K 0.01%
2,362
+1,087
722
$70K 0.01%
1,170
+46
723
$70K 0.01%
3,761
+2
724
$70K 0.01%
6,400
725
$70K 0.01%
1,094
-66
27 28
29
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