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
751
$66K 0.01%
1,886
752
$66K 0.01%
612
+4
753
$66K 0.01%
561
-110
754
$66K 0.01%
2,633
755
$65K 0.01%
2,268
-1,275
756
$65K 0.01%
1,197
-59
757
$65K 0.01%
1,303
-250
758
$65K 0.01%
2,317
+446
759
$65K 0.01%
50
760
$65K 0.01%
2,624
761
$65K 0.01%
758
+177
762
$65K 0.01%
5,387
-100
763
$65K 0.01%
1,178
764
$65K 0.01%
3,019
+1,713
765
$65K 0.01%
1,750
+1,594
766
$64K 0.01%
1,306
767
$64K 0.01%
1,309
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768
$64K 0.01%
1,655
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769
$64K 0.01%
1,355
-292
770
$64K 0.01%
1,215
+188
771
$64K 0.01%
1,418
-220
772
$64K 0.01%
14
773
$63K 0.01%
1,204
774
$63K 0.01%
415
-50
775
$63K 0.01%
14,191
+4,167
29 30
31
32 33