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
1251
$18K ﹤0.01%
211
1252
$18K ﹤0.01%
956
-362
1253
$18K ﹤0.01%
529
+441
1254
$18K ﹤0.01%
+937
1255
$18K ﹤0.01%
1,019
-2,786
1256
$18K ﹤0.01%
544
-24
1257
$18K ﹤0.01%
1,000
1258
$18K ﹤0.01%
283
+10
1259
$18K ﹤0.01%
223
+1
1260
$18K ﹤0.01%
559
+207
1261
$18K ﹤0.01%
3,000
-1,250
1262
$18K ﹤0.01%
1,534
+1,500
1263
$18K ﹤0.01%
507
+435
1264
$18K ﹤0.01%
88
-215
1265
$18K ﹤0.01%
313
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1266
$18K ﹤0.01%
496
+22
1267
$18K ﹤0.01%
229
+18
1268
$18K ﹤0.01%
+2,059
1269
$18K ﹤0.01%
208
-19
1270
$18K ﹤0.01%
210
+136
1271
$18K ﹤0.01%
1,720
+528
1272
$18K ﹤0.01%
+386
1273
$18K ﹤0.01%
262
1274
$18K ﹤0.01%
223
1275
$18K ﹤0.01%
565
+316
49 50
51
52 53