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 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
1626
$8K ﹤0.01%
327
1627
$8K ﹤0.01%
255
1628
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881
+669
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1,761
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1634
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+703
1635
$8K ﹤0.01%
+119
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77
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321
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421
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759
+514
1645
$8K ﹤0.01%
363
+228
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$7K ﹤0.01%
144
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1647
$7K ﹤0.01%
129
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1648
$7K ﹤0.01%
300
+100
1649
$7K ﹤0.01%
2,167
1650
$7K ﹤0.01%
113
+70