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
1276
$18K ﹤0.01%
+1,047
1277
$17K ﹤0.01%
404
1278
$17K ﹤0.01%
175
+53
1279
$17K ﹤0.01%
2,785
+556
1280
$17K ﹤0.01%
366
+251
1281
$17K ﹤0.01%
254
-618
1282
$17K ﹤0.01%
127
1283
$17K ﹤0.01%
+1,974
1284
$17K ﹤0.01%
287
+252
1285
$17K ﹤0.01%
302
1286
$17K ﹤0.01%
396
1287
$17K ﹤0.01%
370
1288
$17K ﹤0.01%
123
-92
1289
$17K ﹤0.01%
600
1290
$17K ﹤0.01%
2,606
+6
1291
$17K ﹤0.01%
808
+800
1292
$17K ﹤0.01%
256
1293
$17K ﹤0.01%
200
1294
$17K ﹤0.01%
634
-122
1295
$17K ﹤0.01%
970
+8
1296
$17K ﹤0.01%
+1,493
1297
$17K ﹤0.01%
10,000
1298
$17K ﹤0.01%
+1,303
1299
$16K ﹤0.01%
254
1300
$16K ﹤0.01%
257
+250
50 51
52
53 54