PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
+$17.8M
2
+$8.71M
3
+$7.59M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.57M
5
IXN icon
iShares Global Tech ETF
IXN
+$7.29M

Top Sells

1
+$4.21M
2
+$1.78M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$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%
328
1452
$12K ﹤0.01%
300
1453
$12K ﹤0.01%
845
+744
1454
$12K ﹤0.01%
+1,000
1455
$12K ﹤0.01%
181
1456
$12K ﹤0.01%
118
1457
$12K ﹤0.01%
+89
1458
$12K ﹤0.01%
400
+168
1459
$12K ﹤0.01%
1,040
+980
1460
$12K ﹤0.01%
498
+203
1461
$12K ﹤0.01%
552
+206
1462
$12K ﹤0.01%
299
-16
1463
$12K ﹤0.01%
955
1464
$12K ﹤0.01%
+115
1465
$12K ﹤0.01%
95
1466
$12K ﹤0.01%
+200
1467
$12K ﹤0.01%
474
1468
$12K ﹤0.01%
424
-129
1469
$12K ﹤0.01%
132
1470
$12K ﹤0.01%
500
+400
1471
$12K ﹤0.01%
471
+415
1472
$11K ﹤0.01%
202
+13
1473
$11K ﹤0.01%
458
+316
1474
$11K ﹤0.01%
1,102
1475
$11K ﹤0.01%
401
57 58
59
60 61