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
1926
$3K ﹤0.01%
34
+10
1927
$3K ﹤0.01%
1,000
1928
$3K ﹤0.01%
+33
1929
$3K ﹤0.01%
225
1930
$3K ﹤0.01%
130
-264
1931
$3K ﹤0.01%
250
1932
$3K ﹤0.01%
68
1933
$3K ﹤0.01%
462
1934
$3K ﹤0.01%
+20
1935
$3K ﹤0.01%
33
+1
1936
$3K ﹤0.01%
23
-22
1937
$3K ﹤0.01%
45
1938
$3K ﹤0.01%
51
-108
1939
$3K ﹤0.01%
210
1940
$3K ﹤0.01%
804
1941
$3K ﹤0.01%
164
1942
$3K ﹤0.01%
+1,412
1943
$3K ﹤0.01%
30
1944
$3K ﹤0.01%
+102
1945
$3K ﹤0.01%
40
1946
$3K ﹤0.01%
144
1947
$3K ﹤0.01%
76
+4
1948
$3K ﹤0.01%
500
1949
$3K ﹤0.01%
194
-214
1950
– –
0
76 77
78
79 80