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
2826
$2.81K ﹤0.01%
546
-918
2827
$2.8K ﹤0.01%
33
-3
2828
$2.79K ﹤0.01%
31
-770
2829
$2.79K ﹤0.01%
130
-35
2830
$2.79K ﹤0.01%
465
2831
$2.77K ﹤0.01%
41
-40
2832
$2.77K ﹤0.01%
21
-2
2833
$2.76K ﹤0.01%
103
-34
2834
$2.75K ﹤0.01%
+100
2835
$2.75K ﹤0.01%
49
+3
2836
$2.72K ﹤0.01%
+83
2837
$2.72K ﹤0.01%
276
-276
2838
$2.72K ﹤0.01%
831
2839
$2.71K ﹤0.01%
+111
2840
$2.71K ﹤0.01%
90
-9
2841
$2.69K ﹤0.01%
37
+5
2842
$2.67K ﹤0.01%
11
+2
2843
$2.67K ﹤0.01%
160
2844
$2.66K ﹤0.01%
93
2845
$2.65K ﹤0.01%
102
2846
$2.65K ﹤0.01%
+41
2847
$2.63K ﹤0.01%
61
2848
$2.63K ﹤0.01%
15
+9
2849
$2.63K ﹤0.01%
377
-772
2850
$2.6K ﹤0.01%
125
-5
112 113
114
115 116