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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
826
$54K 0.01%
1,337
-41
827
$54K 0.01%
10,334
+3,041
828
$54K 0.01%
1,629
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829
$54K 0.01%
1,956
-122
830
$53K 0.01%
1,445
831
$53K 0.01%
268
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832
$53K 0.01%
754
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833
$53K 0.01%
1,244
-1
834
$53K 0.01%
5,352
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835
$53K 0.01%
900
836
$53K 0.01%
3,017
+1,189
837
$52K 0.01%
2,454
+1,432
838
$52K 0.01%
942
839
$52K 0.01%
13,616
+309
840
$52K 0.01%
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-106
841
$52K 0.01%
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842
$51K 0.01%
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843
$51K 0.01%
313
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844
$51K 0.01%
2,060
845
$50K 0.01%
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846
$50K 0.01%
416
-19
847
$50K 0.01%
1,221
+838
848
$50K 0.01%
1,533
+177
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$50K 0.01%
5,239
-8,949
850
$50K 0.01%
4,839
32 33
34
35 36