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

Top Buys

1
+$9.29M
2
+$5.64M
3
+$5.07M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.88M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$2.11M

Top Sells

1
+$4.89M
2
+$2.68M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.19M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.14M

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
951
$23K ﹤0.01%
99
-75
952
$23K ﹤0.01%
696
-3
953
$23K ﹤0.01%
296
954
$23K ﹤0.01%
391
955
$23K ﹤0.01%
464
-14
956
$23K ﹤0.01%
210
957
$23K ﹤0.01%
174
+24
958
$23K ﹤0.01%
1,200
959
$23K ﹤0.01%
186
+50
960
$23K ﹤0.01%
308
-133
961
$23K ﹤0.01%
482
962
$22K ﹤0.01%
297
-52
963
$22K ﹤0.01%
1,000
-135
964
$22K ﹤0.01%
1,755
-1,239
965
$22K ﹤0.01%
404
-412
966
$22K ﹤0.01%
230
967
$22K ﹤0.01%
108
968
$22K ﹤0.01%
250
969
$22K ﹤0.01%
310
+13
970
$22K ﹤0.01%
235
971
$22K ﹤0.01%
638
+547
972
$22K ﹤0.01%
3,518
973
$22K ﹤0.01%
225
974
$22K ﹤0.01%
260
975
$22K ﹤0.01%
233
-115
37 38
39
40 41