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
1076
$28K ﹤0.01%
442
+101
1077
$28K ﹤0.01%
703
-191
1078
$28K ﹤0.01%
+341
1079
$28K ﹤0.01%
1,684
+1,405
1080
$28K ﹤0.01%
+1,635
1081
$28K ﹤0.01%
216
-32
1082
$28K ﹤0.01%
1,057
1083
$28K ﹤0.01%
1,000
+589
1084
$28K ﹤0.01%
872
-1,789
1085
$27K ﹤0.01%
1,582
+1,373
1086
$27K ﹤0.01%
803
-71
1087
$27K ﹤0.01%
549
1088
$27K ﹤0.01%
+406
1089
$27K ﹤0.01%
576
-12
1090
$27K ﹤0.01%
1,200
1091
$27K ﹤0.01%
+763
1092
$27K ﹤0.01%
740
1093
$27K ﹤0.01%
503
-196
1094
$26K ﹤0.01%
252
-54
1095
$26K ﹤0.01%
349
1096
$26K ﹤0.01%
341
-64
1097
$26K ﹤0.01%
694
+201
1098
$26K ﹤0.01%
755
+53
1099
$26K ﹤0.01%
278
-3
1100
$26K ﹤0.01%
217
-39
42 43
44
45 46