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
1626
$49.8K ﹤0.01%
369
+2
1627
$49.7K ﹤0.01%
279
-5
1628
$49.6K ﹤0.01%
902
-291
1629
$49.6K ﹤0.01%
2,235
+342
1630
$49.5K ﹤0.01%
902
-133
1631
$49.4K ﹤0.01%
1,117
+945
1632
$49.4K ﹤0.01%
1,828
+273
1633
$49.3K ﹤0.01%
2,475
+77
1634
$49.3K ﹤0.01%
1,324
1635
$49.2K ﹤0.01%
+1,856
1636
$49.2K ﹤0.01%
1,387
+1,169
1637
$49.2K ﹤0.01%
525
+278
1638
$48.9K ﹤0.01%
204
+42
1639
$48.8K ﹤0.01%
1,985
+237
1640
$48.7K ﹤0.01%
2,990
+880
1641
$48.6K ﹤0.01%
710
-875
1642
$48.6K ﹤0.01%
2,576
-73
1643
$48.3K ﹤0.01%
620
+1
1644
$48.3K ﹤0.01%
2,224
+17
1645
$48.2K ﹤0.01%
+3,000
1646
$48.2K ﹤0.01%
1,100
1647
$48.1K ﹤0.01%
1,039
-803
1648
$48K ﹤0.01%
1,528
1649
$48K ﹤0.01%
884
1650
$47.9K ﹤0.01%
590
64 65
66
67 68