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
1851
$4K ﹤0.01%
4
1852
$4K ﹤0.01%
96
1853
$4K ﹤0.01%
82
1854
$4K ﹤0.01%
136
-191
1855
$4K ﹤0.01%
366
-147
1856
$4K ﹤0.01%
254
1857
$4K ﹤0.01%
71
1858
$4K ﹤0.01%
150
1859
$4K ﹤0.01%
85
-86
1860
$4K ﹤0.01%
135
1861
$4K ﹤0.01%
179
1862
$4K ﹤0.01%
39
1863
$4K ﹤0.01%
285
1864
$4K ﹤0.01%
+135
1865
$4K ﹤0.01%
+40
1866
$4K ﹤0.01%
77
1867
$4K ﹤0.01%
88
-6
1868
$4K ﹤0.01%
80
1869
$4K ﹤0.01%
225
1870
$4K ﹤0.01%
158
1871
$4K ﹤0.01%
95
+75
1872
$4K ﹤0.01%
120
1873
$4K ﹤0.01%
175
1874
$4K ﹤0.01%
162
1875
$4K ﹤0.01%
+151
73 74
75
76 77