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
1376
$79.5K ﹤0.01%
2,639
+174
1377
$79.4K ﹤0.01%
319
-264
1378
$79.3K ﹤0.01%
3,998
+2,950
1379
$79.2K ﹤0.01%
1,745
+35
1380
$79.2K ﹤0.01%
40,000
1381
$79.1K ﹤0.01%
510
+17
1382
$79K ﹤0.01%
499
+53
1383
$78.8K ﹤0.01%
650
-401
1384
$78.7K ﹤0.01%
1,385
-855
1385
$78K ﹤0.01%
1,582
1386
$77.9K ﹤0.01%
331
+29
1387
$77.7K ﹤0.01%
+4,084
1388
$77.6K ﹤0.01%
1,129
+1
1389
$77.4K ﹤0.01%
675
+190
1390
$77.4K ﹤0.01%
3,274
+1,440
1391
$76.9K ﹤0.01%
2,542
+48
1392
$76.9K ﹤0.01%
2,193
-1,451
1393
$76.8K ﹤0.01%
2,415
-505
1394
$76.6K ﹤0.01%
1,499
+10
1395
$76.5K ﹤0.01%
5,830
1396
$76.3K ﹤0.01%
1,119
+474
1397
$76.1K ﹤0.01%
781
-141
1398
$76K ﹤0.01%
12,984
+3,154
1399
$75.6K ﹤0.01%
40,886
-8,206
1400
$75.6K ﹤0.01%
1,236
-62
54 55
56
57 58