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
1476
$64.8K ﹤0.01%
194
+18
1477
$64.8K ﹤0.01%
260
-329
1478
$64.7K ﹤0.01%
129
-2
1479
$64.6K ﹤0.01%
2,536
-106
1480
$64.4K ﹤0.01%
4,501
-410
1481
$64.2K ﹤0.01%
1,215
+697
1482
$64.2K ﹤0.01%
33
+1
1483
$64.2K ﹤0.01%
249
-52
1484
$64.1K ﹤0.01%
1,452
+68
1485
$64.1K ﹤0.01%
468
-59
1486
$64K ﹤0.01%
1,492
+18
1487
$63.9K ﹤0.01%
3,887
-5,110
1488
$63.8K ﹤0.01%
3,652
+394
1489
$63.7K ﹤0.01%
3,772
+1,414
1490
$63.7K ﹤0.01%
4,083
+186
1491
$63.6K ﹤0.01%
2,757
1492
$63.6K ﹤0.01%
2,273
+984
1493
$63.5K ﹤0.01%
2,753
-35
1494
$63K ﹤0.01%
894
+113
1495
$63K ﹤0.01%
2,634
+167
1496
$62.6K ﹤0.01%
2,467
+310
1497
$62.5K ﹤0.01%
803
1498
$62.3K ﹤0.01%
134
1499
$62.1K ﹤0.01%
763
+270
1500
$62K ﹤0.01%
1,678
+185
58 59
60
61 62