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
776
$63K 0.01%
544
-1
777
$63K 0.01%
1,333
+3
778
$63K 0.01%
1,073
-314
779
$63K 0.01%
11,254
+6,678
780
$63K 0.01%
2,018
+1,188
781
$63K 0.01%
595
+525
782
$62K 0.01%
828
+513
783
$62K 0.01%
2,334
+587
784
$62K 0.01%
5,093
+919
785
$62K 0.01%
531
-2
786
$62K 0.01%
3,970
+701
787
$62K 0.01%
1,154
+25
788
$61K 0.01%
471
-113
789
$61K 0.01%
18,003
+5,577
790
$61K 0.01%
1,260
791
$61K 0.01%
2,826
+2,570
792
$61K 0.01%
1,017
793
$60K 0.01%
+1,844
794
$60K 0.01%
1,894
+1,252
795
$60K 0.01%
3,619
+209
796
$60K 0.01%
1,340
+183
797
$59K 0.01%
1,558
798
$59K 0.01%
2,857
+547
799
$59K 0.01%
1,086
-860
800
$59K 0.01%
1,552
+770
30 31
32
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