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
2751
$3.48K ﹤0.01%
86
-5
2752
$3.48K ﹤0.01%
40
+3
2753
$3.48K ﹤0.01%
207
2754
$3.46K ﹤0.01%
540
+13
2755
$3.46K ﹤0.01%
256
+246
2756
$3.45K ﹤0.01%
+26
2757
$3.44K ﹤0.01%
+61
2758
$3.44K ﹤0.01%
+455
2759
$3.42K ﹤0.01%
83
2760
$3.41K ﹤0.01%
239
2761
$3.41K ﹤0.01%
35
2762
$3.4K ﹤0.01%
374
+7
2763
$3.4K ﹤0.01%
124
-317
2764
$3.4K ﹤0.01%
26
2765
$3.39K ﹤0.01%
250
2766
$3.38K ﹤0.01%
98
2767
$3.38K ﹤0.01%
2,023
+1,513
2768
$3.38K ﹤0.01%
300
2769
$3.37K ﹤0.01%
33
2770
$3.36K ﹤0.01%
195
-398
2771
$3.36K ﹤0.01%
483
2772
$3.33K ﹤0.01%
52
+46
2773
$3.31K ﹤0.01%
+45
2774
$3.31K ﹤0.01%
+245
2775
$3.3K ﹤0.01%
+360
109 110
111
112 113