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
2576
$5.57K ﹤0.01%
190
2577
$5.56K ﹤0.01%
128
2578
$5.55K ﹤0.01%
+118
2579
$5.53K ﹤0.01%
288
+110
2580
$5.51K ﹤0.01%
665
2581
$5.5K ﹤0.01%
220
+78
2582
$5.49K ﹤0.01%
52
+33
2583
$5.48K ﹤0.01%
1,025
2584
$5.48K ﹤0.01%
510
+260
2585
$5.47K ﹤0.01%
147
-23
2586
$5.46K ﹤0.01%
106
2587
$5.45K ﹤0.01%
1,000
-432
2588
$5.44K ﹤0.01%
668
+46
2589
$5.44K ﹤0.01%
1,070
-1,951
2590
$5.42K ﹤0.01%
117
+63
2591
$5.41K ﹤0.01%
+117
2592
$5.41K ﹤0.01%
+70
2593
$5.41K ﹤0.01%
+674
2594
$5.4K ﹤0.01%
113
+7
2595
$5.39K ﹤0.01%
167
2596
$5.38K ﹤0.01%
53
+44
2597
$5.38K ﹤0.01%
3,450
-4,000
2598
$5.35K ﹤0.01%
269
2599
$5.35K ﹤0.01%
348
2600
$5.34K ﹤0.01%
129
+12
102 103
104
105 106