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
1376
$14K ﹤0.01%
291
-2
1377
$14K ﹤0.01%
339
+95
1378
$14K ﹤0.01%
192
1379
$14K ﹤0.01%
191
-13
1380
$14K ﹤0.01%
240
1381
$14K ﹤0.01%
457
+257
1382
$14K ﹤0.01%
227
1383
$14K ﹤0.01%
627
1384
$14K ﹤0.01%
413
-116
1385
$14K ﹤0.01%
363
-356
1386
$13K ﹤0.01%
2,000
1387
$13K ﹤0.01%
393
-827
1388
$13K ﹤0.01%
263
+162
1389
$13K ﹤0.01%
483
1390
$13K ﹤0.01%
908
+354
1391
$13K ﹤0.01%
448
+42
1392
$13K ﹤0.01%
505
+39
1393
$13K ﹤0.01%
357
+137
1394
$13K ﹤0.01%
337
+145
1395
$13K ﹤0.01%
110
1396
$13K ﹤0.01%
+125
1397
$13K ﹤0.01%
358
1398
$13K ﹤0.01%
400
1399
$13K ﹤0.01%
1,068
1400
$13K ﹤0.01%
345
-177
54 55
56
57 58