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
1451
$12K ﹤0.01%
300
1452
$12K ﹤0.01%
1,567
+1,223
1453
$12K ﹤0.01%
300
1454
$12K ﹤0.01%
640
+16
1455
$12K ﹤0.01%
286
-33
1456
$12K ﹤0.01%
285
+250
1457
$12K ﹤0.01%
1,440
1458
$12K ﹤0.01%
228
1459
$12K ﹤0.01%
406
1460
$12K ﹤0.01%
133
1461
$12K ﹤0.01%
+159
1462
$12K ﹤0.01%
212
+1
1463
$12K ﹤0.01%
130
1464
$12K ﹤0.01%
509
+400
1465
$12K ﹤0.01%
858
1466
$12K ﹤0.01%
328
1467
$12K ﹤0.01%
181
1468
$12K ﹤0.01%
552
+206
1469
$12K ﹤0.01%
955
1470
$12K ﹤0.01%
+115
1471
$12K ﹤0.01%
95
1472
$11K ﹤0.01%
62
+30
1473
$11K ﹤0.01%
+338
1474
$11K ﹤0.01%
+156
1475
$11K ﹤0.01%
+501
57 58
59
60 61