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
1401
$13K ﹤0.01%
58
+7
1402
$13K ﹤0.01%
+97
1403
$13K ﹤0.01%
756
+198
1404
$13K ﹤0.01%
1,740
-78
1405
$13K ﹤0.01%
1,000
-150
1406
$13K ﹤0.01%
388
1407
$13K ﹤0.01%
402
1408
$13K ﹤0.01%
102
+57
1409
$13K ﹤0.01%
302
+1
1410
$13K ﹤0.01%
172
1411
$13K ﹤0.01%
458
1412
$13K ﹤0.01%
211
-57
1413
$13K ﹤0.01%
229
1414
$13K ﹤0.01%
239
1415
$13K ﹤0.01%
946
1416
$13K ﹤0.01%
414
+53
1417
$13K ﹤0.01%
435
+316
1418
$13K ﹤0.01%
+5,551
1419
$13K ﹤0.01%
229
+9
1420
$13K ﹤0.01%
392
1421
$13K ﹤0.01%
1,628
1422
$13K ﹤0.01%
371
+330
1423
$13K ﹤0.01%
457
1424
$13K ﹤0.01%
1,551
1425
$13K ﹤0.01%
2,000
55 56
57
58 59