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
876
$47K 0.01%
591
877
$46K 0.01%
2,759
-272
878
$46K 0.01%
+43
879
$46K 0.01%
718
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880
$46K 0.01%
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-73
881
$46K 0.01%
3,344
+2,584
882
$46K 0.01%
7,120
883
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279
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884
$46K 0.01%
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885
$46K 0.01%
1,712
886
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755
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$45K 0.01%
541
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888
$45K 0.01%
380
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889
$45K 0.01%
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890
$45K 0.01%
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891
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892
$44K ﹤0.01%
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893
$44K ﹤0.01%
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$44K ﹤0.01%
507
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2,275
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$44K ﹤0.01%
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-1
897
$44K ﹤0.01%
2,878
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898
$43K ﹤0.01%
845
+265
899
$43K ﹤0.01%
165
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900
$43K ﹤0.01%
1,372
+255
34 35
36
37 38