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
1551
$5K ﹤0.01%
98
+63
1552
$5K ﹤0.01%
1,800
1553
$5K ﹤0.01%
150
1554
$5K ﹤0.01%
182
+42
1555
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91
+6
1556
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183
+88
1557
$5K ﹤0.01%
169
+34
1558
$5K ﹤0.01%
39
1559
$5K ﹤0.01%
285
1560
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230
+31
1561
$5K ﹤0.01%
114
1562
$5K ﹤0.01%
52
-4
1563
$5K ﹤0.01%
1,590
1564
$5K ﹤0.01%
197
1565
$5K ﹤0.01%
150
1566
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61
1567
$5K ﹤0.01%
115
-47
1568
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174
1569
$5K ﹤0.01%
566
-744
1570
$5K ﹤0.01%
155
1571
$5K ﹤0.01%
276
1572
$5K ﹤0.01%
35
1573
$5K ﹤0.01%
170
-149
1574
$5K ﹤0.01%
127
1575
$5K ﹤0.01%
83
61 62
63
64 65