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
2926
$2.13K ﹤0.01%
119
-94
2927
$2.13K ﹤0.01%
78
+41
2928
$2.11K ﹤0.01%
48
2929
$2.11K ﹤0.01%
68
+7
2930
$2.1K ﹤0.01%
118
+48
2931
$2.09K ﹤0.01%
53
-14
2932
$2.09K ﹤0.01%
52
-2
2933
$2.09K ﹤0.01%
+147
2934
$2.07K ﹤0.01%
191
-1,747
2935
$2.07K ﹤0.01%
77
2936
$2.07K ﹤0.01%
+92
2937
$2.06K ﹤0.01%
56
2938
$2.05K ﹤0.01%
626
-154
2939
$2.05K ﹤0.01%
+46
2940
$2.05K ﹤0.01%
+24
2941
$2.04K ﹤0.01%
88
2942
$2.02K ﹤0.01%
45
2943
$2.02K ﹤0.01%
99
-13
2944
$2K ﹤0.01%
149
-2
2945
$2K ﹤0.01%
79
+57
2946
$1.99K ﹤0.01%
+24
2947
$1.99K ﹤0.01%
+36
2948
$1.99K ﹤0.01%
26
2949
$1.99K ﹤0.01%
3,000
2950
$1.98K ﹤0.01%
490
116 117
118
119 120