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
1201
$112K ﹤0.01%
9,563
+1,787
1202
$112K ﹤0.01%
922
+145
1203
$112K ﹤0.01%
1,630
+19
1204
$112K ﹤0.01%
1,587
+168
1205
$112K ﹤0.01%
956
1206
$112K ﹤0.01%
4,236
-75
1207
$111K ﹤0.01%
1,154
+2
1208
$111K ﹤0.01%
2,197
1209
$110K ﹤0.01%
4,423
+2,178
1210
$110K ﹤0.01%
1,340
+312
1211
$110K ﹤0.01%
19,745
-33
1212
$110K ﹤0.01%
3,351
+2,558
1213
$110K ﹤0.01%
3,778
-681
1214
$109K ﹤0.01%
458
+4
1215
$109K ﹤0.01%
5,012
1216
$109K ﹤0.01%
3,909
+1,809
1217
$108K ﹤0.01%
2,167
-20
1218
$108K ﹤0.01%
280
+19
1219
$108K ﹤0.01%
3,164
-24
1220
$108K ﹤0.01%
4,000
1221
$108K ﹤0.01%
825
1222
$107K ﹤0.01%
377
+48
1223
$107K ﹤0.01%
751
+6
1224
$107K ﹤0.01%
2,283
+344
1225
$106K ﹤0.01%
611
-18
47 48
49
50 51