We are live on ! Find out more
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
1876
$4K ﹤0.01%
300
1877
$4K ﹤0.01%
145
1878
$4K ﹤0.01%
250
1879
$4K ﹤0.01%
77
-11
1880
$4K ﹤0.01%
+27
1881
$4K ﹤0.01%
188
-39
1882
$4K ﹤0.01%
175
1883
$4K ﹤0.01%
403
1884
$4K ﹤0.01%
53
1885
$4K ﹤0.01%
158
1886
$4K ﹤0.01%
95
+75
1887
$4K ﹤0.01%
120
1888
$4K ﹤0.01%
606
1889
$4K ﹤0.01%
330
-277
1890
$4K ﹤0.01%
137
1891
$4K ﹤0.01%
200
-93
1892
$4K ﹤0.01%
40
1893
$4K ﹤0.01%
256
1894
$4K ﹤0.01%
149
-72
1895
$4K ﹤0.01%
4
1896
$4K ﹤0.01%
+317
1897
$4K ﹤0.01%
278
1898
$4K ﹤0.01%
80
1899
$4K ﹤0.01%
1,951
+1,196
1900
$4K ﹤0.01%
115
74 75
76
77 78