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
1651
$7K ﹤0.01%
+446
1652
$7K ﹤0.01%
407
+46
1653
$7K ﹤0.01%
1,025
1654
$7K ﹤0.01%
232
1655
$7K ﹤0.01%
251
-33
1656
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421
-17
1657
$7K ﹤0.01%
214
-35
1658
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70
+1
1659
$7K ﹤0.01%
118
1660
$7K ﹤0.01%
112
+106
1661
$7K ﹤0.01%
+432
1662
$7K ﹤0.01%
75
1663
$7K ﹤0.01%
195
1664
$7K ﹤0.01%
240
1665
$7K ﹤0.01%
+747
1666
$7K ﹤0.01%
664
+3
1667
$7K ﹤0.01%
97
+69
1668
$7K ﹤0.01%
1,176
1669
$7K ﹤0.01%
155
-32
1670
$7K ﹤0.01%
706
1671
$7K ﹤0.01%
183
1672
$7K ﹤0.01%
89
1673
$7K ﹤0.01%
142
+135
1674
$7K ﹤0.01%
172
1675
$7K ﹤0.01%
100
65 66
67
68 69