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
1201
$21K ﹤0.01%
159
1202
$21K ﹤0.01%
114
1203
$21K ﹤0.01%
471
-121
1204
$21K ﹤0.01%
640
1205
$20K ﹤0.01%
443
1206
$20K ﹤0.01%
588
+188
1207
$20K ﹤0.01%
140
-2
1208
$20K ﹤0.01%
2,011
+1,511
1209
$20K ﹤0.01%
912
-85
1210
$20K ﹤0.01%
1,000
1211
$20K ﹤0.01%
387
1212
$20K ﹤0.01%
2,800
1213
$20K ﹤0.01%
+602
1214
$20K ﹤0.01%
497
1215
$20K ﹤0.01%
318
1216
$20K ﹤0.01%
151
1217
$20K ﹤0.01%
696
1218
$20K ﹤0.01%
188
+156
1219
$20K ﹤0.01%
+1,278
1220
$20K ﹤0.01%
316
1221
$20K ﹤0.01%
243
1222
$20K ﹤0.01%
366
+124
1223
$20K ﹤0.01%
244
+135
1224
$20K ﹤0.01%
499
+142
1225
$20K ﹤0.01%
1,116
+5
47 48
49
50 51