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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$17.8M
2
+$8.71M
3
+$7.59M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.57M
5
IXN icon
iShares Global Tech ETF
IXN
+$7.29M

Top Sells

1
+$4.21M
2
+$1.78M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$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
2176
$1K ﹤0.01%
54
+1
2177
$1K ﹤0.01%
56
2178
$1K ﹤0.01%
10
-265
2179
$1K ﹤0.01%
39
-16
2180
$1K ﹤0.01%
13
-7
2181
$1K ﹤0.01%
24
+1
2182
$1K ﹤0.01%
19
-57
2183
$1K ﹤0.01%
136
2184
$1K ﹤0.01%
7
2185
$1K ﹤0.01%
37
+1
2186
$1K ﹤0.01%
16
-24
2187
$1K ﹤0.01%
795
+142
2188
$1K ﹤0.01%
68
2189
$1K ﹤0.01%
+46
2190
$1K ﹤0.01%
+61
2191
$1K ﹤0.01%
639
-258
2192
$1K ﹤0.01%
+21
2193
$1K ﹤0.01%
+70
2194
$1K ﹤0.01%
26
2195
$1K ﹤0.01%
32
+1
2196
$1K ﹤0.01%
+138
2197
$1K ﹤0.01%
80
2198
$1K ﹤0.01%
+58
2199
$1K ﹤0.01%
+55
2200
$1K ﹤0.01%
30
-73
86 87
88
89 90