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
1526
$59.9K ﹤0.01%
1,430
+858
1527
$59.9K ﹤0.01%
701
+32
1528
$59.7K ﹤0.01%
1,605
+3
1529
$59.4K ﹤0.01%
1,222
-1,160
1530
$59.4K ﹤0.01%
2,695
+215
1531
$59.3K ﹤0.01%
2,349
+99
1532
$59.2K ﹤0.01%
2,982
+991
1533
$59.2K ﹤0.01%
1,576
-103
1534
$59.1K ﹤0.01%
5,932
+1,982
1535
$58.9K ﹤0.01%
1,299
+38
1536
$58.7K ﹤0.01%
408
+162
1537
$58.6K ﹤0.01%
750
+39
1538
$58.6K ﹤0.01%
1,150
-1,968
1539
$58.5K ﹤0.01%
6,214
-42
1540
$58.5K ﹤0.01%
1,669
+141
1541
$58.4K ﹤0.01%
1,591
+75
1542
$58.3K ﹤0.01%
736
+731
1543
$58.3K ﹤0.01%
529
+40
1544
$58.2K ﹤0.01%
28,967
+5,714
1545
$58.2K ﹤0.01%
3,015
+502
1546
$58.1K ﹤0.01%
1,777
-1,081
1547
$58K ﹤0.01%
627
+351
1548
$57.8K ﹤0.01%
664
-386
1549
$57.8K ﹤0.01%
2,455
-376
1550
$57.8K ﹤0.01%
446
60 61
62
63 64