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
2701
$3.93K ﹤0.01%
201
-32
2702
$3.93K ﹤0.01%
54
+3
2703
$3.92K ﹤0.01%
572
2704
$3.9K ﹤0.01%
300
2705
$3.9K ﹤0.01%
70
2706
$3.89K ﹤0.01%
65
2707
$3.89K ﹤0.01%
1,266
-1,594
2708
$3.88K ﹤0.01%
335
2709
$3.86K ﹤0.01%
133
-17
2710
$3.85K ﹤0.01%
+95
2711
$3.84K ﹤0.01%
+128
2712
$3.84K ﹤0.01%
231
-1,229
2713
$3.82K ﹤0.01%
262
-1,252
2714
$3.79K ﹤0.01%
43
2715
$3.78K ﹤0.01%
1,000
2716
$3.78K ﹤0.01%
425
2717
$3.77K ﹤0.01%
323
+317
2718
$3.76K ﹤0.01%
128
2719
$3.76K ﹤0.01%
128
-63
2720
$3.76K ﹤0.01%
512
2721
$3.75K ﹤0.01%
269
+33
2722
$3.74K ﹤0.01%
69
+16
2723
$3.74K ﹤0.01%
140
+69
2724
$3.73K ﹤0.01%
274
+180
2725
$3.72K ﹤0.01%
25
+11
107 108
109
110 111