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
2801
$3.02K ﹤0.01%
459
2802
$3.02K ﹤0.01%
51
-133
2803
$3.01K ﹤0.01%
45
2804
$3K ﹤0.01%
+123
2805
$2.98K ﹤0.01%
108
2806
$2.97K ﹤0.01%
254
-1,326
2807
$2.96K ﹤0.01%
+76
2808
$2.95K ﹤0.01%
225
+127
2809
$2.95K ﹤0.01%
32
+24
2810
$2.95K ﹤0.01%
+321
2811
$2.94K ﹤0.01%
261
-261
2812
$2.92K ﹤0.01%
223
+30
2813
$2.9K ﹤0.01%
176
2814
$2.9K ﹤0.01%
89
+74
2815
$2.88K ﹤0.01%
+30
2816
$2.88K ﹤0.01%
81
+57
2817
$2.88K ﹤0.01%
30
+16
2818
$2.87K ﹤0.01%
74
-14
2819
$2.86K ﹤0.01%
255
2820
$2.85K ﹤0.01%
100
2821
$2.83K ﹤0.01%
336
+57
2822
$2.82K ﹤0.01%
20
2823
$2.81K ﹤0.01%
128
2824
$2.81K ﹤0.01%
149
+122
2825
$2.81K ﹤0.01%
+67
111 112
113
114 115