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
1751
$5K ﹤0.01%
77
-2
1752
$5K ﹤0.01%
121
1753
$5K ﹤0.01%
200
1754
$5K ﹤0.01%
873
1755
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+500
1756
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+71
1757
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+86
1758
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42
1759
$5K ﹤0.01%
30
1760
$5K ﹤0.01%
94
1761
$5K ﹤0.01%
118
+105
1762
$5K ﹤0.01%
158
-25
1763
$5K ﹤0.01%
64
1764
$5K ﹤0.01%
398
1765
$5K ﹤0.01%
291
+116
1766
$5K ﹤0.01%
214
1767
$5K ﹤0.01%
366
-63
1768
$5K ﹤0.01%
1,443
+1
1769
$5K ﹤0.01%
120
1770
$5K ﹤0.01%
450
1771
$5K ﹤0.01%
283
1772
$5K ﹤0.01%
93
-21
1773
$5K ﹤0.01%
115
1774
$5K ﹤0.01%
71
-24
1775
$5K ﹤0.01%
62
69 70
71
72 73