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
1276
$97.9K ﹤0.01%
2,881
+342
1277
$97.7K ﹤0.01%
738
+362
1278
$97.5K ﹤0.01%
1,157
+181
1279
$97.4K ﹤0.01%
1,183
+59
1280
$97.3K ﹤0.01%
4,289
-1,129
1281
$97.1K ﹤0.01%
2,618
-40
1282
$96.4K ﹤0.01%
1,489
+30
1283
$96.3K ﹤0.01%
2,454
-75
1284
$96.2K ﹤0.01%
20,304
1285
$96.1K ﹤0.01%
2,214
-202
1286
$95.9K ﹤0.01%
4,549
-1,408
1287
$95.8K ﹤0.01%
11,915
+1,717
1288
$95.6K ﹤0.01%
1,261
+96
1289
$95.5K ﹤0.01%
1,189
+35
1290
$95.5K ﹤0.01%
2,134
+1,522
1291
$95.5K ﹤0.01%
16,522
1292
$95.1K ﹤0.01%
1,958
+336
1293
$94.9K ﹤0.01%
5,607
+2,664
1294
$94.9K ﹤0.01%
1,001
+5
1295
$94.8K ﹤0.01%
8,859
1296
$94.4K ﹤0.01%
860
1297
$94.4K ﹤0.01%
+1,550
1298
$94K ﹤0.01%
2,748
-76
1299
$94K ﹤0.01%
1,895
+333
1300
$94K ﹤0.01%
2,180
50 51
52
53 54