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
1126
$25K ﹤0.01%
1,051
+451
1127
$24K ﹤0.01%
657
+336
1128
$24K ﹤0.01%
139
+39
1129
$24K ﹤0.01%
881
+284
1130
$24K ﹤0.01%
486
+1
1131
$24K ﹤0.01%
505
+275
1132
$24K ﹤0.01%
266
+46
1133
$24K ﹤0.01%
331
1134
$24K ﹤0.01%
317
+2
1135
$24K ﹤0.01%
+801
1136
$24K ﹤0.01%
2,109
+466
1137
$24K ﹤0.01%
87
1138
$24K ﹤0.01%
136
+22
1139
$23K ﹤0.01%
902
1140
$23K ﹤0.01%
502
-272
1141
$23K ﹤0.01%
3,423
-15
1142
$23K ﹤0.01%
283
+261
1143
$23K ﹤0.01%
637
+128
1144
$23K ﹤0.01%
434
+42
1145
$23K ﹤0.01%
190
1146
$23K ﹤0.01%
1,650
+600
1147
$23K ﹤0.01%
253
+76
1148
$23K ﹤0.01%
242
+80
1149
$23K ﹤0.01%
671
1150
$23K ﹤0.01%
421
+277
44 45
46
47 48