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
1301
$16K ﹤0.01%
641
-729
1302
$16K ﹤0.01%
352
+61
1303
$16K ﹤0.01%
3,061
+900
1304
$16K ﹤0.01%
810
-218
1305
$16K ﹤0.01%
293
-33
1306
$16K ﹤0.01%
+1,027
1307
$16K ﹤0.01%
493
+1
1308
$16K ﹤0.01%
117
-24
1309
$16K ﹤0.01%
132
1310
$16K ﹤0.01%
292
+135
1311
$16K ﹤0.01%
339
1312
$16K ﹤0.01%
+231
1313
$16K ﹤0.01%
519
+2
1314
$16K ﹤0.01%
444
1315
$16K ﹤0.01%
+2,500
1316
$16K ﹤0.01%
651
1317
$16K ﹤0.01%
+299
1318
$16K ﹤0.01%
103
+43
1319
$16K ﹤0.01%
3,995
+1,545
1320
$16K ﹤0.01%
1,088
1321
$15K ﹤0.01%
+500
1322
$15K ﹤0.01%
+812
1323
$15K ﹤0.01%
187
+108
1324
$15K ﹤0.01%
447
+213
1325
$15K ﹤0.01%
263
51 52
53
54 55