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
2176
$1K ﹤0.01%
19
-32
2177
$1K ﹤0.01%
48
-127
2178
$1K ﹤0.01%
19
-87
2179
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50
2180
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31
-24
2181
$1K ﹤0.01%
150
2182
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+88
2183
$1K ﹤0.01%
53
2184
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22
2185
$1K ﹤0.01%
64
-2,130
2186
$1K ﹤0.01%
109
2187
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22
2188
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178
2189
$1K ﹤0.01%
374
-813
2190
$1K ﹤0.01%
39
-171
2191
$1K ﹤0.01%
50
2192
$1K ﹤0.01%
+75
2193
$1K ﹤0.01%
101
-71
2194
$1K ﹤0.01%
+87
2195
$1K ﹤0.01%
+629
2196
$1K ﹤0.01%
473
+191
2197
$1K ﹤0.01%
195
2198
$1K ﹤0.01%
+69
2199
$1K ﹤0.01%
+36
2200
$1K ﹤0.01%
+16
86 87
88
89 90