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
1976
$1K ﹤0.01%
45
1977
$1K ﹤0.01%
26
1978
$1K ﹤0.01%
30
1979
$1K ﹤0.01%
15
1980
$1K ﹤0.01%
+44
1981
$1K ﹤0.01%
+23
1982
$1K ﹤0.01%
65
-292
1983
– –
0
1984
$1K ﹤0.01%
+31
1985
$1K ﹤0.01%
40
-317
1986
$1K ﹤0.01%
40
-44
1987
$1K ﹤0.01%
17
+10
1988
$1K ﹤0.01%
+55
1989
$1K ﹤0.01%
21
1990
$1K ﹤0.01%
27
+6
1991
$1K ﹤0.01%
27
1992
$1K ﹤0.01%
156
1993
$1K ﹤0.01%
29
1994
$1K ﹤0.01%
49
-90
1995
$1K ﹤0.01%
15
1996
$1K ﹤0.01%
17
1997
$1K ﹤0.01%
+29
1998
$1K ﹤0.01%
+36
1999
$1K ﹤0.01%
32
2000
$1K ﹤0.01%
62
78 79
80
81 82