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
1151
$23K ﹤0.01%
809
+446
1152
$23K ﹤0.01%
897
1153
$23K ﹤0.01%
+464
1154
$23K ﹤0.01%
1,053
+109
1155
$23K ﹤0.01%
+1,036
1156
$23K ﹤0.01%
466
-21
1157
$22K ﹤0.01%
785
1158
$22K ﹤0.01%
500
-58
1159
$22K ﹤0.01%
+1,385
1160
$22K ﹤0.01%
1,000
1161
$22K ﹤0.01%
598
+382
1162
$22K ﹤0.01%
177
-154
1163
$22K ﹤0.01%
820
-99
1164
$22K ﹤0.01%
474
1165
$22K ﹤0.01%
802
1166
$22K ﹤0.01%
465
+95
1167
$22K ﹤0.01%
139
-28
1168
$22K ﹤0.01%
508
+6
1169
$22K ﹤0.01%
549
+1
1170
$22K ﹤0.01%
1,056
-291
1171
$22K ﹤0.01%
1,013
1172
$22K ﹤0.01%
768
+218
1173
$22K ﹤0.01%
448
-47
1174
$22K ﹤0.01%
1,486
+1
1175
$21K ﹤0.01%
1,951
-1,955
45 46
47
48 49