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
2551
$5.97K ﹤0.01%
3,264
2552
$5.94K ﹤0.01%
3,111
-16,179
2553
$5.94K ﹤0.01%
2,788
+1,824
2554
$5.92K ﹤0.01%
151
2555
$5.85K ﹤0.01%
187
+9
2556
$5.83K ﹤0.01%
225
-2,084
2557
$5.78K ﹤0.01%
360
+282
2558
$5.76K ﹤0.01%
1,726
2559
$5.76K ﹤0.01%
231
2560
$5.73K ﹤0.01%
163
-424
2561
$5.72K ﹤0.01%
+492
2562
$5.71K ﹤0.01%
249
2563
$5.7K ﹤0.01%
163
+11
2564
$5.68K ﹤0.01%
544
2565
$5.67K ﹤0.01%
450
2566
$5.67K ﹤0.01%
823
+551
2567
$5.67K ﹤0.01%
386
+58
2568
$5.65K ﹤0.01%
100
2569
$5.65K ﹤0.01%
153
+143
2570
$5.63K ﹤0.01%
222
2571
$5.63K ﹤0.01%
1,080
-41
2572
$5.62K ﹤0.01%
79
-4
2573
$5.61K ﹤0.01%
+247
2574
$5.6K ﹤0.01%
50
2575
$5.58K ﹤0.01%
302
+177