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
$640M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,292
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.57M
3
+$5.02M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.91M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$2.09M

Top Sells

1
+$4.79M
2
+$2.7M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.15M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.13M

Sector Composition

1 Technology 7.81%
2 Financials 6.45%
3 Communication Services 5.37%
4 Healthcare 4.65%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$28K ﹤0.01%
562
-2
877
$28K ﹤0.01%
156
+9
878
$28K ﹤0.01%
523
879
$28K ﹤0.01%
+570
880
$28K ﹤0.01%
800
881
$27K ﹤0.01%
379
882
$27K ﹤0.01%
470
+26
883
$27K ﹤0.01%
167
-129
884
$27K ﹤0.01%
508
885
$27K ﹤0.01%
4,107
-375
886
$27K ﹤0.01%
1,121
887
$27K ﹤0.01%
227
+4
888
$27K ﹤0.01%
376
889
$27K ﹤0.01%
323
-71
890
$27K ﹤0.01%
821
891
$27K ﹤0.01%
790
892
$27K ﹤0.01%
435
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893
$27K ﹤0.01%
358
894
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338
895
$27K ﹤0.01%
955
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896
$27K ﹤0.01%
133
+4
897
$27K ﹤0.01%
1,560
898
$26K ﹤0.01%
442
-48
899
– –
0
900
$26K ﹤0.01%
576
34 35
36
37 38