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 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
976
$36K ﹤0.01%
9,996
+5,056
977
$36K ﹤0.01%
13
978
$36K ﹤0.01%
1,200
979
$35K ﹤0.01%
785
-75
980
$35K ﹤0.01%
543
+243
981
$35K ﹤0.01%
1,709
-500
982
$35K ﹤0.01%
586
+140
983
$35K ﹤0.01%
1,084
-500
984
$35K ﹤0.01%
3,197
+285
985
$35K ﹤0.01%
630
986
$35K ﹤0.01%
509
+232
987
$35K ﹤0.01%
389
+188
988
$35K ﹤0.01%
570
989
$35K ﹤0.01%
385
990
$35K ﹤0.01%
1,200
991
$35K ﹤0.01%
4,605
+4,451
992
$35K ﹤0.01%
670
993
$35K ﹤0.01%
1,180
+631
994
$35K ﹤0.01%
1,037
+1,000
995
$35K ﹤0.01%
+11,834
996
$35K ﹤0.01%
4,000
997
$34K ﹤0.01%
7,868
+7,713
998
$34K ﹤0.01%
+963
999
$34K ﹤0.01%
760
1000
$34K ﹤0.01%
+5,269