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
1951
$3K ﹤0.01%
175
1952
$3K ﹤0.01%
744
+365
1953
$3K ﹤0.01%
164
-135
1954
$3K ﹤0.01%
31
+28
1955
$3K ﹤0.01%
75
1956
$3K ﹤0.01%
186
-27
1957
$3K ﹤0.01%
4
-14
1958
$3K ﹤0.01%
50
1959
$3K ﹤0.01%
140
1960
$3K ﹤0.01%
93
1961
$3K ﹤0.01%
13
1962
$3K ﹤0.01%
91
1963
$3K ﹤0.01%
27
1964
$3K ﹤0.01%
65
-817
1965
$3K ﹤0.01%
50
-8
1966
$3K ﹤0.01%
20
1967
$3K ﹤0.01%
+31
1968
$3K ﹤0.01%
77
-306
1969
$3K ﹤0.01%
35
1970
$3K ﹤0.01%
264
-308
1971
$3K ﹤0.01%
+301
1972
$3K ﹤0.01%
595
1973
$3K ﹤0.01%
84
1974
$3K ﹤0.01%
153
1975
$3K ﹤0.01%
+127
77 78
79
80 81