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
1551
$9K ﹤0.01%
623
-30
1552
$9K ﹤0.01%
666
-153
1553
$9K ﹤0.01%
300
1554
$9K ﹤0.01%
372
1555
$9K ﹤0.01%
148
1556
$9K ﹤0.01%
722
+402
1557
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204
1558
$9K ﹤0.01%
300
1559
$9K ﹤0.01%
106
1560
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125
-43
1561
$9K ﹤0.01%
243
+141
1562
$9K ﹤0.01%
235
1563
$9K ﹤0.01%
84
1564
$9K ﹤0.01%
14
+6
1565
$9K ﹤0.01%
769
+455
1566
$9K ﹤0.01%
97
+65
1567
$9K ﹤0.01%
945
+612
1568
$9K ﹤0.01%
487
1569
$9K ﹤0.01%
+259
1570
$9K ﹤0.01%
430
1571
$9K ﹤0.01%
1,250
1572
$9K ﹤0.01%
279
+92
1573
$9K ﹤0.01%
284
1574
$9K ﹤0.01%
+176
1575
$9K ﹤0.01%
350
61 62
63
64 65