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
2226
$1K ﹤0.01%
639
-258
2227
$1K ﹤0.01%
+11
2228
$1K ﹤0.01%
30
-73
2229
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94
2230
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60
2231
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12
2232
$1K ﹤0.01%
250
2233
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29
2234
$1K ﹤0.01%
42
2235
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59
+1
2236
$1K ﹤0.01%
44
-82
2237
$1K ﹤0.01%
15
2238
$1K ﹤0.01%
44
-37,508
2239
$1K ﹤0.01%
37
2240
$1K ﹤0.01%
83
2241
$1K ﹤0.01%
273
-748
2242
$1K ﹤0.01%
200
2243
$1K ﹤0.01%
73
2244
$1K ﹤0.01%
25
2245
$1K ﹤0.01%
345
2246
$1K ﹤0.01%
70
-277
2247
$1K ﹤0.01%
+17
2248
$1K ﹤0.01%
125
2249
$1K ﹤0.01%
27
2250
$1K ﹤0.01%
+121
88 89
90
91 92