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
1426
$12K ﹤0.01%
+600
1427
$12K ﹤0.01%
584
-269
1428
$12K ﹤0.01%
3,432
+1,534
1429
$12K ﹤0.01%
300
1430
$12K ﹤0.01%
845
+744
1431
$12K ﹤0.01%
+1,000
1432
$12K ﹤0.01%
118
1433
$12K ﹤0.01%
+89
1434
$12K ﹤0.01%
400
+168
1435
$12K ﹤0.01%
1,040
+980
1436
$12K ﹤0.01%
498
+203
1437
$12K ﹤0.01%
299
-16
1438
$12K ﹤0.01%
+200
1439
$12K ﹤0.01%
474
1440
$12K ﹤0.01%
424
-129
1441
$12K ﹤0.01%
132
1442
$12K ﹤0.01%
500
+400
1443
$12K ﹤0.01%
471
+415
1444
$12K ﹤0.01%
479
1445
$12K ﹤0.01%
324
-2
1446
$12K ﹤0.01%
144
-78
1447
$12K ﹤0.01%
346
1448
$12K ﹤0.01%
157
+55
1449
$12K ﹤0.01%
216
-144
1450
$12K ﹤0.01%
670
+298
56 57
58
59 60