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
826
$54K 0.01%
1,641
-550
827
$54K 0.01%
544
-482
828
$54K 0.01%
6,021
+484
829
$54K 0.01%
2,635
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830
$53K 0.01%
3,017
+1,189
831
$53K 0.01%
900
832
$53K 0.01%
5,352
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833
$53K 0.01%
1,244
-1
834
$53K 0.01%
754
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835
$53K 0.01%
268
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836
$53K 0.01%
1,445
837
$52K 0.01%
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-106
838
$52K 0.01%
1,200
839
$52K 0.01%
2,454
+1,432
840
$52K 0.01%
942
841
$52K 0.01%
13,616
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842
$51K 0.01%
1,029
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843
$51K 0.01%
313
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844
$51K 0.01%
412
845
$50K 0.01%
5,239
-8,949
846
$50K 0.01%
4,839
847
$50K 0.01%
733
-49
848
$50K 0.01%
1,000
849
$50K 0.01%
1,109
+59
850
$50K 0.01%
2,440
+753
32 33
34
35 36