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
1401
$75.4K ﹤0.01%
227
+40
1402
$75.4K ﹤0.01%
2,110
+22
1403
$75.1K ﹤0.01%
484
+139
1404
$75K ﹤0.01%
26,030
+6,055
1405
$74.7K ﹤0.01%
833
+4
1406
$74.6K ﹤0.01%
2,557
-2,233
1407
$74.5K ﹤0.01%
693
-78
1408
$74.5K ﹤0.01%
6,460
-487
1409
$74.5K ﹤0.01%
840
1410
$74.5K ﹤0.01%
372
1411
$74.1K ﹤0.01%
7,474
-59
1412
$74.1K ﹤0.01%
735
+31
1413
$73.8K ﹤0.01%
6,043
+168
1414
$73.8K ﹤0.01%
2,546
+192
1415
$73.6K ﹤0.01%
1,497
+679
1416
$73.2K ﹤0.01%
494
+5
1417
$73.1K ﹤0.01%
579
-95
1418
$73K ﹤0.01%
1,164
+141
1419
$72.9K ﹤0.01%
668
1420
$72.9K ﹤0.01%
2,004
+689
1421
$72.6K ﹤0.01%
1,120
-13
1422
$72.5K ﹤0.01%
1,877
-10
1423
$72.5K ﹤0.01%
310
-146
1424
$72.2K ﹤0.01%
958
+99
1425
$71.8K ﹤0.01%
389
+2
55 56
57
58 59