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
1226
$20K ﹤0.01%
2,513
+530
1227
$20K ﹤0.01%
715
+45
1228
$20K ﹤0.01%
450
1229
$19K ﹤0.01%
+1,200
1230
$19K ﹤0.01%
354
1231
$19K ﹤0.01%
+261
1232
$19K ﹤0.01%
247
1233
$19K ﹤0.01%
102
+37
1234
$19K ﹤0.01%
194
+110
1235
$19K ﹤0.01%
250
-50
1236
$19K ﹤0.01%
508
+488
1237
$19K ﹤0.01%
989
-62
1238
$19K ﹤0.01%
318
-18
1239
$19K ﹤0.01%
208
-53
1240
$19K ﹤0.01%
1,029
+9
1241
$19K ﹤0.01%
509
-146
1242
$19K ﹤0.01%
996
1243
$19K ﹤0.01%
401
-24
1244
$19K ﹤0.01%
153
1245
$19K ﹤0.01%
393
+65
1246
$19K ﹤0.01%
479
-106
1247
$19K ﹤0.01%
1,447
+1
1248
$19K ﹤0.01%
637
-139
1249
$19K ﹤0.01%
74
+65
1250
$18K ﹤0.01%
1,581
+643
48 49
50
51 52