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
1301
$93.9K ﹤0.01%
2,316
-437
1302
$93.5K ﹤0.01%
875
+92
1303
$92.9K ﹤0.01%
2,254
+335
1304
$92.8K ﹤0.01%
4,326
+273
1305
$92.6K ﹤0.01%
3,278
-934
1306
$92.5K ﹤0.01%
3,625
+1,144
1307
$92.4K ﹤0.01%
1,982
+38
1308
$92.3K ﹤0.01%
806
-15
1309
$91.9K ﹤0.01%
3,542
-24
1310
$91.7K ﹤0.01%
400
-43
1311
$91.7K ﹤0.01%
3,965
+963
1312
$91.6K ﹤0.01%
1,003
+102
1313
$91.5K ﹤0.01%
25,000
1314
$91.3K ﹤0.01%
2,179
-50
1315
$91.2K ﹤0.01%
5,230
+342
1316
$91.1K ﹤0.01%
283
-163
1317
$91K ﹤0.01%
273
+24
1318
$90.9K ﹤0.01%
2,756
1319
$90.6K ﹤0.01%
4,401
+38
1320
$90.1K ﹤0.01%
798
+47
1321
$89.9K ﹤0.01%
3,398
-138
1322
$89.8K ﹤0.01%
4,770
+79
1323
$89.7K ﹤0.01%
2,754
+122
1324
$89.5K ﹤0.01%
710
-360
1325
$89.4K ﹤0.01%
688
+133
51 52
53
54 55