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
726
$69K 0.01%
1,591
+1,421
727
$69K 0.01%
312
+67
728
$69K 0.01%
3,208
729
$69K 0.01%
2,491
+443
730
$69K 0.01%
3,491
+262
731
$69K 0.01%
615
-36
732
$69K 0.01%
256
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733
$68K 0.01%
337
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734
$68K 0.01%
1,533
+1,400
735
$68K 0.01%
857
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736
$68K 0.01%
1,079
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737
$68K 0.01%
680
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738
$68K 0.01%
7,891
+3,483
739
$68K 0.01%
1,044
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740
$68K 0.01%
1,917
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741
$68K 0.01%
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742
$67K 0.01%
2,240
743
$67K 0.01%
620
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744
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2,240
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745
$67K 0.01%
2,732
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746
$67K 0.01%
2,430
+1,525
747
$67K 0.01%
1,258
+586
748
$66K 0.01%
1,696
+1,308
749
$66K 0.01%
2,632
750
$66K 0.01%
5,396
+3,298
28 29
30
31 32