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
2951
$1.97K ﹤0.01%
40
2952
$1.97K ﹤0.01%
91
-30
2953
$1.96K ﹤0.01%
129
-65
2954
$1.96K ﹤0.01%
230
-1,463
2955
$1.95K ﹤0.01%
72
+22
2956
$1.94K ﹤0.01%
91
2957
$1.93K ﹤0.01%
57
+23
2958
$1.93K ﹤0.01%
85
-52
2959
$1.93K ﹤0.01%
92
2960
$1.93K ﹤0.01%
777
2961
$1.93K ﹤0.01%
303
2962
$1.92K ﹤0.01%
101
+1
2963
$1.92K ﹤0.01%
55
-10
2964
$1.91K ﹤0.01%
197
-368
2965
$1.91K ﹤0.01%
138
2966
$1.89K ﹤0.01%
79
2967
$1.89K ﹤0.01%
85
+17
2968
$1.88K ﹤0.01%
58
2969
$1.87K ﹤0.01%
337
2970
$1.85K ﹤0.01%
116
+37
2971
$1.85K ﹤0.01%
212
+40
2972
$1.82K ﹤0.01%
41
2973
$1.81K ﹤0.01%
496
-106
2974
$1.81K ﹤0.01%
129
+16
2975
$1.79K ﹤0.01%
113
+41
117 118
119
120 121