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
2651
$4.7K ﹤0.01%
10
-191
2652
$4.68K ﹤0.01%
116
-484
2653
$4.66K ﹤0.01%
+97
2654
$4.63K ﹤0.01%
97
2655
$4.61K ﹤0.01%
514
+81
2656
$4.58K ﹤0.01%
324
-2,784
2657
$4.56K ﹤0.01%
2,575
+1,141
2658
$4.56K ﹤0.01%
117
+21
2659
$4.55K ﹤0.01%
1,023
-2,238
2660
$4.52K ﹤0.01%
129
2661
$4.51K ﹤0.01%
73
-11
2662
$4.51K ﹤0.01%
214
+27
2663
$4.5K ﹤0.01%
195
2664
$4.48K ﹤0.01%
+100
2665
$4.41K ﹤0.01%
52
+3
2666
$4.38K ﹤0.01%
571
2667
$4.38K ﹤0.01%
177
+3
2668
$4.37K ﹤0.01%
145
2669
$4.34K ﹤0.01%
182
2670
$4.32K ﹤0.01%
1,436
-136
2671
$4.32K ﹤0.01%
112
2672
$4.28K ﹤0.01%
81
+6
2673
$4.23K ﹤0.01%
731
2674
$4.23K ﹤0.01%
78
-12
2675
$4.23K ﹤0.01%
97
-153
105 106
107
108 109