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
1501
$62K ﹤0.01%
1,057
+735
1502
$61.7K ﹤0.01%
794
-894
1503
$61.7K ﹤0.01%
+1,350
1504
$61.6K ﹤0.01%
363
+22
1505
$61.5K ﹤0.01%
341
+84
1506
$61.4K ﹤0.01%
199
+111
1507
$61.3K ﹤0.01%
886
-179
1508
$61.3K ﹤0.01%
1,331
1509
$61.2K ﹤0.01%
2,268
-1,346
1510
$61K ﹤0.01%
1,247
+448
1511
$60.9K ﹤0.01%
459
-67
1512
$60.9K ﹤0.01%
2,082
+38
1513
$60.8K ﹤0.01%
1,511
1514
$60.7K ﹤0.01%
1,194
+473
1515
$60.5K ﹤0.01%
1,250
1516
$60.4K ﹤0.01%
140
+62
1517
$60.4K ﹤0.01%
13,859
-1,102
1518
$60.4K ﹤0.01%
1,557
+1,022
1519
$60.3K ﹤0.01%
4,696
+29
1520
$60.1K ﹤0.01%
6,397
+2,231
1521
$60.1K ﹤0.01%
885
1522
$60K ﹤0.01%
317
+99
1523
$60K ﹤0.01%
1,934
1524
$60K ﹤0.01%
1,244
+188
1525
$59.9K ﹤0.01%
620
59 60
61
62 63