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
1826
$2K ﹤0.01%
+73
1827
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100
1828
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+49
1829
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1830
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35
1831
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1832
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1833
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1834
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1835
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1836
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1837
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48
-161
1838
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+43
1839
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83
1840
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13
1841
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231
1842
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131
-287
1843
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1844
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93
1845
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200
1846
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80
1847
$2K ﹤0.01%
55
1848
$2K ﹤0.01%
113
1849
$2K ﹤0.01%
113
1850
$2K ﹤0.01%
25
-5
72 73
74
75 76