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
1576
$9K ﹤0.01%
+73
1577
$9K ﹤0.01%
+100
1578
$9K ﹤0.01%
+165
1579
$9K ﹤0.01%
156
+98
1580
$9K ﹤0.01%
140
1581
$9K ﹤0.01%
256
+198
1582
$9K ﹤0.01%
300
+157
1583
$9K ﹤0.01%
1,600
1584
$9K ﹤0.01%
240
-68
1585
$9K ﹤0.01%
+331
1586
$9K ﹤0.01%
7
1587
$9K ﹤0.01%
1,178
+707
1588
$9K ﹤0.01%
341
+22
1589
$9K ﹤0.01%
411
+43
1590
$9K ﹤0.01%
163
1591
$9K ﹤0.01%
1,447
1592
$8K ﹤0.01%
183
+23
1593
$8K ﹤0.01%
457
+254
1594
$8K ﹤0.01%
577
-359
1595
$8K ﹤0.01%
78
+3
1596
$8K ﹤0.01%
+82
1597
$8K ﹤0.01%
216
+1
1598
$8K ﹤0.01%
340
1599
$8K ﹤0.01%
154
1600
$8K ﹤0.01%
342
-193
62 63
64
65 66