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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$17.8M
2
+$8.71M
3
+$7.59M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.57M
5
IXN icon
iShares Global Tech ETF
IXN
+$7.29M

Top Sells

1
+$4.21M
2
+$1.78M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$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
801
$58K 0.01%
2,500
802
$58K 0.01%
128
+4
803
$58K 0.01%
403
-26
804
$58K 0.01%
3,674
805
$58K 0.01%
191
+12
806
$57K 0.01%
+9,320
807
$57K 0.01%
2,355
+2,162
808
$57K 0.01%
271
+5
809
$57K 0.01%
452
+99
810
$57K 0.01%
18,466
+14,494
811
$57K 0.01%
1,060
+153
812
$57K 0.01%
1,710
813
$57K 0.01%
1,800
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814
$57K 0.01%
2,950
-3,000
815
$57K 0.01%
721
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816
$56K 0.01%
474
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817
$56K 0.01%
353
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818
$56K 0.01%
1,592
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819
$56K 0.01%
2,024
820
$55K 0.01%
1,153
-9
821
$55K 0.01%
622
+192
822
$54K 0.01%
2,635
+1,641
823
$54K 0.01%
6,021
+484
824
$54K 0.01%
544
-482
825
$54K 0.01%
1,641
-550
31 32
33
34 35