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
801
$58K 0.01%
191
+12
802
$58K 0.01%
3,674
803
$58K 0.01%
403
-26
804
$58K 0.01%
128
+4
805
$58K 0.01%
2,500
806
$57K 0.01%
721
+83
807
$57K 0.01%
2,950
-3,000
808
$57K 0.01%
1,800
+947
809
$57K 0.01%
1,710
810
$57K 0.01%
1,060
+153
811
$57K 0.01%
18,466
+14,494
812
$57K 0.01%
452
+99
813
$57K 0.01%
271
+5
814
$57K 0.01%
2,355
+2,162
815
$57K 0.01%
+9,320
816
$56K 0.01%
1,592
+891
817
$56K 0.01%
2,024
818
$56K 0.01%
353
+331
819
$56K 0.01%
474
+253
820
$55K 0.01%
622
+192
821
$55K 0.01%
1,153
-9
822
$54K 0.01%
1,956
-122
823
$54K 0.01%
1,629
-424
824
$54K 0.01%
10,334
+3,041
825
$54K 0.01%
1,337
-41
31 32
33
34 35