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
2051
$2K ﹤0.01%
131
2052
$2K ﹤0.01%
38
-106
2053
$2K ﹤0.01%
33
2054
$2K ﹤0.01%
50
2055
$2K ﹤0.01%
42
2056
$2K ﹤0.01%
14
2057
$2K ﹤0.01%
41
2058
$2K ﹤0.01%
24
2059
$2K ﹤0.01%
90
2060
$2K ﹤0.01%
26
2061
$2K ﹤0.01%
11
2062
$2K ﹤0.01%
167
2063
$2K ﹤0.01%
68
2064
$2K ﹤0.01%
26
2065
$2K ﹤0.01%
83
2066
$2K ﹤0.01%
142
2067
$2K ﹤0.01%
+56
2068
$2K ﹤0.01%
92
2069
$2K ﹤0.01%
40
2070
$2K ﹤0.01%
+52
2071
$2K ﹤0.01%
61
2072
$2K ﹤0.01%
172
2073
$2K ﹤0.01%
366
-1,144
2074
$2K ﹤0.01%
227
2075
$2K ﹤0.01%
28
-270
81 82
83
84 85