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
1476
$11K ﹤0.01%
202
+13
1477
$11K ﹤0.01%
86
+59
1478
$11K ﹤0.01%
446
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128
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290
-44
1481
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458
+316
1482
$11K ﹤0.01%
1,102
1483
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401
1484
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319
+81
1485
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238
1486
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360
+100
1487
$11K ﹤0.01%
581
1488
$11K ﹤0.01%
4,160
+1,228
1489
$11K ﹤0.01%
535
1490
$11K ﹤0.01%
370
-6
1491
$11K ﹤0.01%
86
+49
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89
+38
1493
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352
1494
$11K ﹤0.01%
46
1495
$11K ﹤0.01%
913
+698
1496
$11K ﹤0.01%
649
-86
1497
$11K ﹤0.01%
66
1498
$11K ﹤0.01%
+268
1499
$11K ﹤0.01%
310
1500
$11K ﹤0.01%
206
+1
58 59
60
61 62