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
1051
$30K ﹤0.01%
570
1052
$30K ﹤0.01%
537
-106
1053
$30K ﹤0.01%
444
+302
1054
$30K ﹤0.01%
2,085
-145
1055
$30K ﹤0.01%
2,150
1056
$30K ﹤0.01%
267
+237
1057
$30K ﹤0.01%
635
+582
1058
$30K ﹤0.01%
630
+311
1059
$30K ﹤0.01%
599
-225
1060
$29K ﹤0.01%
2,001
+801
1061
$29K ﹤0.01%
310
1062
$29K ﹤0.01%
2,256
1063
$29K ﹤0.01%
744
-161
1064
$29K ﹤0.01%
+317
1065
$29K ﹤0.01%
2,320
-398
1066
$29K ﹤0.01%
700
1067
$29K ﹤0.01%
810
+630
1068
$29K ﹤0.01%
206
1069
$29K ﹤0.01%
+1,042
1070
$29K ﹤0.01%
337
1071
$29K ﹤0.01%
+753
1072
$29K ﹤0.01%
1,972
+508
1073
$28K ﹤0.01%
198
1074
$28K ﹤0.01%
598
1075
$28K ﹤0.01%
1,436
+532
41 42
43
44 45