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
1726
$6K ﹤0.01%
3,390
1727
$6K ﹤0.01%
387
+262
1728
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376
+321
1729
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1730
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1731
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1732
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496
+288
1733
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+189
1734
$6K ﹤0.01%
564
+532
1735
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170
+20
1736
$6K ﹤0.01%
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1737
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1738
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1739
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1740
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203
-6
1741
$6K ﹤0.01%
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1742
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225
1743
$6K ﹤0.01%
3,591
+2,819
1744
$6K ﹤0.01%
+79
1745
$6K ﹤0.01%
+136
1746
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351
+140
1747
$6K ﹤0.01%
+248
1748
$6K ﹤0.01%
121
1749
$6K ﹤0.01%
46
+39
1750
$6K ﹤0.01%
1,644