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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$17.8M
2
+$8.71M
3
+$7.59M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.57M
5
IXN icon
iShares Global Tech ETF
IXN
+$7.29M

Top Sells

1
+$4.21M
2
+$1.78M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$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%
1,650
+600
1152
$23K ﹤0.01%
434
+42
1153
$23K ﹤0.01%
637
+128
1154
$23K ﹤0.01%
283
+261
1155
$23K ﹤0.01%
3,423
-15
1156
$23K ﹤0.01%
502
-272
1157
$22K ﹤0.01%
1,486
+1
1158
$22K ﹤0.01%
448
-47
1159
$22K ﹤0.01%
768
+218
1160
$22K ﹤0.01%
1,013
1161
$22K ﹤0.01%
1,056
-291
1162
$22K ﹤0.01%
549
+1
1163
$22K ﹤0.01%
508
+6
1164
$22K ﹤0.01%
139
-28
1165
$22K ﹤0.01%
465
+95
1166
$22K ﹤0.01%
802
1167
$22K ﹤0.01%
474
1168
$22K ﹤0.01%
820
-99
1169
$22K ﹤0.01%
177
-154
1170
$22K ﹤0.01%
598
+382
1171
$22K ﹤0.01%
1,000
1172
$22K ﹤0.01%
+1,385
1173
$22K ﹤0.01%
500
-58
1174
$22K ﹤0.01%
785
1175
$21K ﹤0.01%
267
+189
45 46
47
48 49