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
1526
$10K ﹤0.01%
328
+68
1527
$10K ﹤0.01%
106
-74
1528
$10K ﹤0.01%
926
+193
1529
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238
-80
1530
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868
+146
1531
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288
1532
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211
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1533
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68
-24
1534
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+393
1535
$10K ﹤0.01%
740
1536
$10K ﹤0.01%
+52
1537
$10K ﹤0.01%
10,019
-27,704
1538
$10K ﹤0.01%
220
1539
$10K ﹤0.01%
252
+72
1540
$10K ﹤0.01%
71
1541
$10K ﹤0.01%
273
+63
1542
$10K ﹤0.01%
+284
1543
$10K ﹤0.01%
254
-408
1544
$10K ﹤0.01%
209
1545
$10K ﹤0.01%
196
1546
$10K ﹤0.01%
+124
1547
$10K ﹤0.01%
423
1548
$9K ﹤0.01%
+499
1549
$9K ﹤0.01%
245
-8
1550
$9K ﹤0.01%
1,441
60 61
62
63 64