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
2026
$3K ﹤0.01%
110
2027
$3K ﹤0.01%
92
+1
2028
$3K ﹤0.01%
+254
2029
$3K ﹤0.01%
140
2030
$3K ﹤0.01%
147
2031
$3K ﹤0.01%
73
2032
$3K ﹤0.01%
129
2033
$3K ﹤0.01%
+680
2034
$3K ﹤0.01%
+730
2035
$2K ﹤0.01%
59
-1,056
2036
$2K ﹤0.01%
327
2037
$2K ﹤0.01%
27
-21
2038
$2K ﹤0.01%
50
2039
$2K ﹤0.01%
51
-50
2040
$2K ﹤0.01%
94
2041
$2K ﹤0.01%
49
2042
$2K ﹤0.01%
111
-259
2043
$2K ﹤0.01%
93
-113
2044
$2K ﹤0.01%
71
2045
$2K ﹤0.01%
+442
2046
$2K ﹤0.01%
87
2047
$2K ﹤0.01%
29
2048
$2K ﹤0.01%
243
2049
$2K ﹤0.01%
231
2050
$2K ﹤0.01%
60
80 81
82
83 84