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
1901
$4K ﹤0.01%
606
1902
$4K ﹤0.01%
330
-277
1903
$4K ﹤0.01%
137
1904
$4K ﹤0.01%
200
-93
1905
$4K ﹤0.01%
40
1906
$4K ﹤0.01%
+317
1907
$4K ﹤0.01%
278
1908
$4K ﹤0.01%
80
1909
$4K ﹤0.01%
1,951
+1,196
1910
$4K ﹤0.01%
115
1911
$4K ﹤0.01%
389
1912
$4K ﹤0.01%
229
1913
$4K ﹤0.01%
424
1914
$4K ﹤0.01%
667
-7,813
1915
$4K ﹤0.01%
143
1916
$4K ﹤0.01%
170
1917
$4K ﹤0.01%
200
1918
$3K ﹤0.01%
182
1919
$3K ﹤0.01%
381
-23
1920
$3K ﹤0.01%
59
+1
1921
$3K ﹤0.01%
46
1922
$3K ﹤0.01%
412
1923
$3K ﹤0.01%
+41
1924
$3K ﹤0.01%
30
1925
$3K ﹤0.01%
152
75 76
77
78 79