PA

Parallel Advisors Portfolio holdings

AUM $5B
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
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
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
101
$1.6M 0.18%
+55,369
102
$1.58M 0.18%
6,726
+533
103
$1.58M 0.18%
8,340
+927
104
$1.43M 0.16%
28,594
+3,297
105
$1.41M 0.16%
12,758
+917
106
$1.39M 0.16%
7,318
-512
107
$1.39M 0.16%
27,442
+814
108
$1.38M 0.16%
11,047
-75
109
$1.38M 0.15%
34,517
-1,480
110
$1.32M 0.15%
12,654
-10,086
111
$1.3M 0.15%
27,822
+6,434
112
$1.27M 0.14%
15,128
+947
113
$1.27M 0.14%
13,637
-232
114
$1.27M 0.14%
7,344
-563
115
$1.26M 0.14%
62,857
-260
116
$1.25M 0.14%
15,610
-55
117
$1.25M 0.14%
110,634
-10,152
118
$1.22M 0.14%
10,741
-3,546
119
$1.21M 0.14%
12,132
+122
120
$1.21M 0.14%
34,981
+200
121
$1.21M 0.14%
11,021
+542
122
$1.2M 0.13%
22,445
+3,684
123
$1.18M 0.13%
5,951
+901
124
$1.13M 0.13%
48,035
125
$1.13M 0.13%
19,683
+893
3 4
5
6 7