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
1701
$6K ﹤0.01%
485
-447
1702
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265
1703
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400
1704
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1705
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1706
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500
1707
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1708
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-1
1709
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1710
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1711
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1712
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1713
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1714
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1715
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468
1716
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1717
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0
1719
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1720
$6K ﹤0.01%
434
-107
1721
$6K ﹤0.01%
69
+32
1722
$6K ﹤0.01%
59
-88
1723
$6K ﹤0.01%
720
1724
$6K ﹤0.01%
254
+180
1725
$6K ﹤0.01%
+541
67 68
69
70 71