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
1351
$15K ﹤0.01%
388
+289
1352
$15K ﹤0.01%
+359
1353
$15K ﹤0.01%
294
-156
1354
$15K ﹤0.01%
1,000
1355
$15K ﹤0.01%
169
-54
1356
$15K ﹤0.01%
220
1357
$14K ﹤0.01%
23
-32
1358
$14K ﹤0.01%
606
+505
1359
$14K ﹤0.01%
743
1360
$14K ﹤0.01%
272
-1,054
1361
$14K ﹤0.01%
646
1362
$14K ﹤0.01%
351
1363
$14K ﹤0.01%
1,000
-3,664
1364
$14K ﹤0.01%
926
-285
1365
$14K ﹤0.01%
642
+2
1366
$14K ﹤0.01%
122
+100
1367
$14K ﹤0.01%
+1,686
1368
$14K ﹤0.01%
+399
1369
$14K ﹤0.01%
128
-44
1370
$14K ﹤0.01%
3,391
-57
1371
$14K ﹤0.01%
374
+269
1372
$14K ﹤0.01%
+250
1373
$14K ﹤0.01%
313
-237
1374
$14K ﹤0.01%
282
+1
1375
$14K ﹤0.01%
3,873
53 54
55
56 57