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
901
$43K ﹤0.01%
800
902
$43K ﹤0.01%
2,322
+459
903
$43K ﹤0.01%
1,885
904
$43K ﹤0.01%
131
-12
905
$42K ﹤0.01%
849
906
$42K ﹤0.01%
297
+261
907
$42K ﹤0.01%
656
-296
908
$42K ﹤0.01%
+773
909
$42K ﹤0.01%
168
-16
910
$42K ﹤0.01%
+1,600
911
$42K ﹤0.01%
1,500
-606
912
$42K ﹤0.01%
5,225
+3,305
913
$42K ﹤0.01%
2,273
+2
914
$41K ﹤0.01%
427
-39
915
$41K ﹤0.01%
42
916
$41K ﹤0.01%
471
+312
917
$41K ﹤0.01%
135
+4
918
$41K ﹤0.01%
1,685
+1,200
919
$41K ﹤0.01%
+375
920
$41K ﹤0.01%
739
-48
921
$41K ﹤0.01%
58,388
+4,642
922
$40K ﹤0.01%
1,045
923
$40K ﹤0.01%
1,086
-495
924
$40K ﹤0.01%
473
925
$40K ﹤0.01%
1,558
+1
35 36
37
38 39