We are live on ! Find out more
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
1751
$3K ﹤0.01%
+137
1752
$3K ﹤0.01%
91
-29
1753
$3K ﹤0.01%
+21
1754
$3K ﹤0.01%
23
1755
$3K ﹤0.01%
52
1756
$3K ﹤0.01%
172
1757
$3K ﹤0.01%
72
1758
$3K ﹤0.01%
+143
1759
$3K ﹤0.01%
119
1760
$3K ﹤0.01%
97
1761
$3K ﹤0.01%
214
1762
$3K ﹤0.01%
137
1763
$3K ﹤0.01%
57
1764
– –
0
1765
$3K ﹤0.01%
+133
1766
$3K ﹤0.01%
1,257
+470
1767
$3K ﹤0.01%
147
+15
1768
$3K ﹤0.01%
115
1769
$3K ﹤0.01%
42
1770
$3K ﹤0.01%
323
+132
1771
$3K ﹤0.01%
219
1772
$3K ﹤0.01%
238
-212
1773
$3K ﹤0.01%
+216
1774
$3K ﹤0.01%
297
-68
1775
$3K ﹤0.01%
31
69 70
71
72 73