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
951
$37K ﹤0.01%
482
952
$37K ﹤0.01%
1,475
+1,141
953
$37K ﹤0.01%
801
954
$37K ﹤0.01%
418
-57
955
$37K ﹤0.01%
453
+90
956
$37K ﹤0.01%
768
-58
957
$37K ﹤0.01%
903
+354
958
$37K ﹤0.01%
1,188
+117
959
$37K ﹤0.01%
815
+590
960
$37K ﹤0.01%
1,395
961
$37K ﹤0.01%
583
+8
962
$37K ﹤0.01%
327
-34
963
$37K ﹤0.01%
7,413
+4,073
964
$37K ﹤0.01%
1,748
-1,003
965
$37K ﹤0.01%
1,024
+643
966
$36K ﹤0.01%
+1,125
967
$36K ﹤0.01%
1,108
-78
968
$36K ﹤0.01%
5,248
+3,913
969
$36K ﹤0.01%
382
+5
970
$36K ﹤0.01%
553
971
$36K ﹤0.01%
714
+480
972
$36K ﹤0.01%
658
+530
973
$36K ﹤0.01%
476
-139
974
$36K ﹤0.01%
232
+89
975
$36K ﹤0.01%
105
-34
37 38
39
40 41