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
1976
$3K ﹤0.01%
124
1977
$3K ﹤0.01%
536
-222
1978
$3K ﹤0.01%
301
+4
1979
$3K ﹤0.01%
156
1980
$3K ﹤0.01%
230
1981
$3K ﹤0.01%
72
1982
$3K ﹤0.01%
+149
1983
$3K ﹤0.01%
106
1984
$3K ﹤0.01%
+105
1985
$3K ﹤0.01%
+402
1986
$3K ﹤0.01%
245
1987
$3K ﹤0.01%
161
-159
1988
$3K ﹤0.01%
218
1989
$3K ﹤0.01%
123
-348
1990
$3K ﹤0.01%
209
1991
$3K ﹤0.01%
2
+1
1992
$3K ﹤0.01%
160
-2,480
1993
$3K ﹤0.01%
26
-233
1994
$3K ﹤0.01%
83
-32
1995
$3K ﹤0.01%
43
1996
$3K ﹤0.01%
105
1997
$3K ﹤0.01%
+173
1998
$3K ﹤0.01%
+216
1999
$3K ﹤0.01%
200
2000
$3K ﹤0.01%
405
78 79
80
81 82