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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
2201
$1K ﹤0.01%
94
2202
$1K ﹤0.01%
60
2203
$1K ﹤0.01%
12
2204
$1K ﹤0.01%
250
2205
$1K ﹤0.01%
29
2206
$1K ﹤0.01%
42
2207
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59
+1
2208
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44
-82
2209
$1K ﹤0.01%
15
2210
$1K ﹤0.01%
44
-37,508
2211
$1K ﹤0.01%
37
2212
$1K ﹤0.01%
69
2213
$1K ﹤0.01%
+76
2214
$1K ﹤0.01%
10
-1
2215
$1K ﹤0.01%
120
-3,000
2216
$1K ﹤0.01%
+17
2217
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57
2218
$1K ﹤0.01%
83
2219
$1K ﹤0.01%
27
-75
2220
$1K ﹤0.01%
74
2221
$1K ﹤0.01%
+16
2222
$1K ﹤0.01%
+14
2223
$1K ﹤0.01%
19
-32
2224
$1K ﹤0.01%
48
-127
2225
$1K ﹤0.01%
19
-87
87 88
89
90 91