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
2901
$2.31K ﹤0.01%
88
-16
2902
$2.29K ﹤0.01%
15
-2
2903
$2.29K ﹤0.01%
275
+47
2904
$2.28K ﹤0.01%
336
2905
$2.27K ﹤0.01%
122
-310
2906
$2.26K ﹤0.01%
+240
2907
$2.23K ﹤0.01%
600
2908
$2.23K ﹤0.01%
190
2909
$2.23K ﹤0.01%
400
2910
$2.21K ﹤0.01%
114
+98
2911
$2.21K ﹤0.01%
44
2912
$2.21K ﹤0.01%
70
+46
2913
$2.2K ﹤0.01%
91
+24
2914
$2.2K ﹤0.01%
73
-579
2915
$2.19K ﹤0.01%
150
2916
$2.18K ﹤0.01%
68
+27
2917
$2.18K ﹤0.01%
216
2918
$2.17K ﹤0.01%
166
2919
$2.16K ﹤0.01%
13
2920
$2.16K ﹤0.01%
75
2921
$2.15K ﹤0.01%
53
+46
2922
$2.15K ﹤0.01%
318
+156
2923
$2.15K ﹤0.01%
349
2924
$2.15K ﹤0.01%
95
2925
$2.14K ﹤0.01%
+28
115 116
117
118 119