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
$4.42B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,687
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.4M
3
+$6.78M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.46M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$5.05M

Top Sells

1
+$10.1M
2
+$8.95M
3
+$5.22M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.68M
5
UNH icon
UnitedHealth
UNH
+$1.06M

Sector Composition

1 Technology 17.07%
2 Healthcare 8.99%
3 Financials 7.11%
4 Communication Services 5.18%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$6.9K ﹤0.01%
1,192
2502
$6.89K ﹤0.01%
228
+13
2503
$6.89K ﹤0.01%
164
-6
2504
$6.87K ﹤0.01%
+181
2505
$6.81K ﹤0.01%
46
2506
$6.81K ﹤0.01%
605
+166
2507
$6.72K ﹤0.01%
170
2508
$6.71K ﹤0.01%
1,334
2509
$6.7K ﹤0.01%
34
+1
2510
$6.68K ﹤0.01%
1,871
+1,480
2511
$6.68K ﹤0.01%
304
+25
2512
$6.67K ﹤0.01%
+54
2513
$6.65K ﹤0.01%
382
2514
$6.6K ﹤0.01%
183
2515
$6.59K ﹤0.01%
+163
2516
$6.58K ﹤0.01%
95
+3
2517
$6.55K ﹤0.01%
212
-41
2518
$6.55K ﹤0.01%
413
+12
2519
$6.52K ﹤0.01%
224
+2
2520
$6.48K ﹤0.01%
73
-127
2521
$6.46K ﹤0.01%
+266
2522
$6.46K ﹤0.01%
198
+48
2523
$6.44K ﹤0.01%
+254
2524
$6.44K ﹤0.01%
616
2525
$6.43K ﹤0.01%
181
99 100
101
102 103