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
1426
$71.8K ﹤0.01%
4,558
-354
1427
$71.7K ﹤0.01%
1,651
-78
1428
$71.7K ﹤0.01%
1,399
+15
1429
$71.7K ﹤0.01%
462
1430
$71.6K ﹤0.01%
689
-30
1431
$71.5K ﹤0.01%
5,575
1432
$71.5K ﹤0.01%
3,007
1433
$71.4K ﹤0.01%
1,700
1434
$71.2K ﹤0.01%
5,397
-654
1435
$71.2K ﹤0.01%
953
-244
1436
$71.1K ﹤0.01%
1,422
-250
1437
$70.5K ﹤0.01%
4,257
+4,231
1438
$70.3K ﹤0.01%
470
-64
1439
$70.2K ﹤0.01%
780
+125
1440
$69.9K ﹤0.01%
775
+80
1441
$69.6K ﹤0.01%
1,713
+452
1442
$69.5K ﹤0.01%
827
+149
1443
$69.5K ﹤0.01%
417
-162
1444
$69.4K ﹤0.01%
907
-8
1445
$69.3K ﹤0.01%
2,744
+54
1446
$69.2K ﹤0.01%
953
+53
1447
$69.2K ﹤0.01%
703
+378
1448
$69.1K ﹤0.01%
1,307
-119
1449
$69K ﹤0.01%
3,308
+2,688
1450
$68.8K ﹤0.01%
1,202
56 57
58
59 60