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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$17.8M
2
+$8.71M
3
+$7.59M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.57M
5
IXN icon
iShares Global Tech ETF
IXN
+$7.29M

Top Sells

1
+$4.21M
2
+$1.78M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$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%
330
1852
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47
1853
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78
1854
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234
1855
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108
+10
1856
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45
-16
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234
1858
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77
1859
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88
-6
1860
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1861
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1862
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1863
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1864
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60
+1
1865
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-36
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+180
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58
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+48
1869
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532
1870
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-115
1871
$4K ﹤0.01%
65
1872
$4K ﹤0.01%
586
1873
$4K ﹤0.01%
75
1874
$4K ﹤0.01%
45
1875
$4K ﹤0.01%
161
73 74
75
76 77