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
1676
$7K ﹤0.01%
150
1677
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52
-10
1678
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350
1679
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431
1680
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300
1681
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+252
1682
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+212
1683
– –
0
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62
1685
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170
+73
1686
$7K ﹤0.01%
+246
1687
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240
+135
1688
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98
1689
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164
+1
1690
$7K ﹤0.01%
+341
1691
$7K ﹤0.01%
75
1692
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174
1693
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1694
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+132
1695
$7K ﹤0.01%
1,628
1696
$7K ﹤0.01%
111
1697
$7K ﹤0.01%
+144
1698
$7K ﹤0.01%
254
-5,538
1699
$7K ﹤0.01%
152
-126
1700
$6K ﹤0.01%
134
66 67
68
69 70