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
976
$22K ﹤0.01%
638
+547
977
$21K ﹤0.01%
495
-397
978
$21K ﹤0.01%
3,097
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979
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980
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981
$21K ﹤0.01%
487
982
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405
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983
$21K ﹤0.01%
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984
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985
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$20K ﹤0.01%
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$20K ﹤0.01%
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$20K ﹤0.01%
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1000
$20K ﹤0.01%
318
-10
38 39
40
41 42