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
1451
$68.8K ﹤0.01%
2,405
-287
1452
$68.8K ﹤0.01%
800
1453
$68.7K ﹤0.01%
6,788
+2,437
1454
$68.6K ﹤0.01%
615
-48
1455
$68.6K ﹤0.01%
1,488
-38
1456
$68.3K ﹤0.01%
719
1457
$68.3K ﹤0.01%
739
+39
1458
$68.1K ﹤0.01%
738
-194
1459
$67.9K ﹤0.01%
2,833
+107
1460
$67.8K ﹤0.01%
2,298
1461
$67.8K ﹤0.01%
1,348
-38
1462
$67.8K ﹤0.01%
811
+135
1463
$67.7K ﹤0.01%
+2,082
1464
$67.5K ﹤0.01%
1,265
+217
1465
$67.4K ﹤0.01%
2,211
-1,129
1466
$67.1K ﹤0.01%
982
-159
1467
$66.8K ﹤0.01%
369
+65
1468
$66.7K ﹤0.01%
567
+57
1469
$66.6K ﹤0.01%
1,467
+43
1470
$66.3K ﹤0.01%
892
-1,368
1471
$65.7K ﹤0.01%
242
+10
1472
$65.6K ﹤0.01%
397
+135
1473
$65.6K ﹤0.01%
432
+56
1474
$65.5K ﹤0.01%
4,731
+1,292
1475
$65K ﹤0.01%
733
+110
57 58
59
60 61