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
1851
$2K ﹤0.01%
+67
1852
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197
1853
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27
1854
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1855
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1856
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1857
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+30
1858
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1859
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1860
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1861
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+37
1862
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1864
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1865
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374
-149
1866
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+227
1867
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212
-30
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1869
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36
+8
1870
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+29
1871
$2K ﹤0.01%
153
-1
1872
$2K ﹤0.01%
74
-105
1873
$2K ﹤0.01%
22
-342
1874
$2K ﹤0.01%
11
1875
$2K ﹤0.01%
468
73 74
75
76 77