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
2876
$2.44K ﹤0.01%
263
+180
2877
$2.44K ﹤0.01%
365
+246
2878
$2.42K ﹤0.01%
41
2879
$2.42K ﹤0.01%
75
+18
2880
$2.42K ﹤0.01%
259
+180
2881
$2.41K ﹤0.01%
4,150
2882
$2.41K ﹤0.01%
66
-6
2883
$2.4K ﹤0.01%
89
-158
2884
$2.4K ﹤0.01%
182
2885
$2.39K ﹤0.01%
+183
2886
$2.39K ﹤0.01%
50
2887
$2.38K ﹤0.01%
78
+18
2888
$2.38K ﹤0.01%
75
2889
$2.38K ﹤0.01%
48
+1
2890
$2.37K ﹤0.01%
168
-1,170
2891
$2.37K ﹤0.01%
29
2892
$2.37K ﹤0.01%
193
2893
$2.36K ﹤0.01%
74
2894
$2.36K ﹤0.01%
412
+238
2895
$2.35K ﹤0.01%
95
+82
2896
$2.35K ﹤0.01%
415
-11,476
2897
$2.34K ﹤0.01%
46
2898
$2.33K ﹤0.01%
+4,805
2899
$2.33K ﹤0.01%
100
+8
2900
$2.33K ﹤0.01%
+42
114 115
116
117 118