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
1176
$21K ﹤0.01%
746
-161
1177
$21K ﹤0.01%
230
1178
$21K ﹤0.01%
646
1179
$21K ﹤0.01%
477
+1
1180
$21K ﹤0.01%
771
1181
$21K ﹤0.01%
849
-300
1182
$21K ﹤0.01%
203
+50
1183
$21K ﹤0.01%
2,020
+689
1184
$21K ﹤0.01%
851
-304
1185
$21K ﹤0.01%
+1,108
1186
$21K ﹤0.01%
303
+250
1187
$21K ﹤0.01%
309
1188
$21K ﹤0.01%
381
-11
1189
$21K ﹤0.01%
782
+431
1190
$21K ﹤0.01%
251
-64
1191
$21K ﹤0.01%
708
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1192
$21K ﹤0.01%
2,041
+1,897
1193
$21K ﹤0.01%
267
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1194
$21K ﹤0.01%
394
1195
$21K ﹤0.01%
403
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1196
$21K ﹤0.01%
2,251
+1
1197
$21K ﹤0.01%
+934
1198
$21K ﹤0.01%
1,000
1199
$21K ﹤0.01%
381
+223
1200
$21K ﹤0.01%
3,518
46 47
48
49 50