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
2101
$2K ﹤0.01%
418
2102
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2103
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50
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965
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2109
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375
+100
2110
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2112
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2116
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2119
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27
2120
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2121
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2122
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2123
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96
+34
2124
$2K ﹤0.01%
113
2125
$2K ﹤0.01%
83
83 84
85
86 87