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
1551
$57.6K ﹤0.01%
936
+45
1552
$57.5K ﹤0.01%
7,463
-423
1553
$57.4K ﹤0.01%
648
+440
1554
$57.2K ﹤0.01%
260
+27
1555
$57K ﹤0.01%
363
+15
1556
$56.9K ﹤0.01%
2,173
-14,858
1557
$56.9K ﹤0.01%
940
-660
1558
$56.6K ﹤0.01%
379
+92
1559
$56.4K ﹤0.01%
850
+9
1560
$56.3K ﹤0.01%
739
-22
1561
$56.3K ﹤0.01%
1,073
1562
$56.3K ﹤0.01%
483
+3
1563
$56.2K ﹤0.01%
1,190
-14
1564
$56.1K ﹤0.01%
1,450
+710
1565
$55.9K ﹤0.01%
2,204
+786
1566
$55.6K ﹤0.01%
1,661
1567
$55.6K ﹤0.01%
9,466
-1,950
1568
$55.4K ﹤0.01%
677
+62
1569
$55.3K ﹤0.01%
443
+72
1570
$54.9K ﹤0.01%
1,823
+38
1571
$54.8K ﹤0.01%
868
-995
1572
$54.5K ﹤0.01%
498
+57
1573
$54.5K ﹤0.01%
975
-313
1574
$54.5K ﹤0.01%
787
+7
1575
$54.5K ﹤0.01%
1,174
61 62
63
64 65