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
2851
$2.6K ﹤0.01%
51
2852
$2.6K ﹤0.01%
+36
2853
$2.59K ﹤0.01%
39
+14
2854
$2.59K ﹤0.01%
20
2855
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140
-574
2856
$2.59K ﹤0.01%
141
+83
2857
$2.58K ﹤0.01%
29
+4
2858
$2.57K ﹤0.01%
+29
2859
$2.56K ﹤0.01%
90
2860
$2.55K ﹤0.01%
83
2861
$2.54K ﹤0.01%
159
2862
$2.54K ﹤0.01%
62
2863
$2.54K ﹤0.01%
28
+4
2864
$2.54K ﹤0.01%
+100
2865
$2.53K ﹤0.01%
169
2866
$2.51K ﹤0.01%
104
2867
$2.51K ﹤0.01%
212
2868
$2.5K ﹤0.01%
+91
2869
$2.5K ﹤0.01%
394
2870
$2.5K ﹤0.01%
181
2871
$2.49K ﹤0.01%
337
+153
2872
$2.48K ﹤0.01%
100
+13
2873
$2.47K ﹤0.01%
+102
2874
$2.46K ﹤0.01%
152
+118
2875
$2.45K ﹤0.01%
24
+2