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
1601
$51.8K ﹤0.01%
647
-15
1602
$51.5K ﹤0.01%
694
+141
1603
$51.4K ﹤0.01%
831
+128
1604
$51.3K ﹤0.01%
1,408
+710
1605
$51.1K ﹤0.01%
222
-6
1606
$50.9K ﹤0.01%
291
-83
1607
$50.8K ﹤0.01%
439
+8
1608
$50.6K ﹤0.01%
1,053
+588
1609
$50.6K ﹤0.01%
1,394
1610
$50.6K ﹤0.01%
2,586
-930
1611
$50.5K ﹤0.01%
383
-9
1612
$50.4K ﹤0.01%
712
1613
$50.4K ﹤0.01%
168
+1
1614
$50.4K ﹤0.01%
2,735
+53
1615
$50.4K ﹤0.01%
1,015
1616
$50.3K ﹤0.01%
1,068
+485
1617
$50.2K ﹤0.01%
3,317
-87
1618
$50.1K ﹤0.01%
466
1619
$50.1K ﹤0.01%
606
-85
1620
$50K ﹤0.01%
2,536
+1,790
1621
$50K ﹤0.01%
+750
1622
$49.9K ﹤0.01%
922
1623
$49.9K ﹤0.01%
+1,839
1624
$49.9K ﹤0.01%
2,292
+316
1625
$49.8K ﹤0.01%
635
+300