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
2676
$4.21K ﹤0.01%
494
-40
2677
$4.2K ﹤0.01%
21
-101
2678
$4.18K ﹤0.01%
+694
2679
$4.18K ﹤0.01%
120
2680
$4.18K ﹤0.01%
3,289
2681
$4.16K ﹤0.01%
37
+21
2682
$4.16K ﹤0.01%
95
+54
2683
$4.14K ﹤0.01%
948
-52
2684
$4.14K ﹤0.01%
128
2685
$4.12K ﹤0.01%
224
+157
2686
$4.1K ﹤0.01%
1,231
2687
$4.09K ﹤0.01%
+706
2688
$4.09K ﹤0.01%
131
+2
2689
$4.06K ﹤0.01%
230
-826
2690
$4.04K ﹤0.01%
645
+411
2691
$4.01K ﹤0.01%
128
2692
$4K ﹤0.01%
440
+408
2693
$4K ﹤0.01%
238
+104
2694
$4K ﹤0.01%
497
+69
2695
$3.98K ﹤0.01%
65
-11
2696
$3.96K ﹤0.01%
161
-700
2697
$3.96K ﹤0.01%
110
+89
2698
$3.94K ﹤0.01%
141
-26
2699
$3.94K ﹤0.01%
32
+3
2700
$3.94K ﹤0.01%
28
+9
106 107
108
109 110