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
2526
$6.43K ﹤0.01%
100
2527
$6.43K ﹤0.01%
147
-8
2528
$6.38K ﹤0.01%
3,687
+106
2529
$6.37K ﹤0.01%
856
+52
2530
$6.36K ﹤0.01%
89
+1
2531
$6.35K ﹤0.01%
915
-222
2532
$6.32K ﹤0.01%
1,073
-93
2533
$6.32K ﹤0.01%
335
-37
2534
$6.31K ﹤0.01%
+127
2535
$6.28K ﹤0.01%
844
2536
$6.25K ﹤0.01%
47
+3
2537
$6.22K ﹤0.01%
300
2538
$6.21K ﹤0.01%
+176
2539
$6.17K ﹤0.01%
611
+145
2540
$6.16K ﹤0.01%
78
+5
2541
$6.09K ﹤0.01%
49
+25
2542
$6.08K ﹤0.01%
122
+100
2543
$6.06K ﹤0.01%
119
+30
2544
$6.04K ﹤0.01%
131
-10
2545
$6.01K ﹤0.01%
825
-324
2546
$5.99K ﹤0.01%
376
+297
2547
$5.99K ﹤0.01%
1,571
2548
$5.98K ﹤0.01%
+771
2549
$5.98K ﹤0.01%
494
2550
$5.98K ﹤0.01%
892
100 101
102
103 104