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
1651
$47.9K ﹤0.01%
747
1652
$47.9K ﹤0.01%
194
-6
1653
$47.8K ﹤0.01%
260
-5
1654
$47.6K ﹤0.01%
258
+82
1655
$47.4K ﹤0.01%
279
+27
1656
$47.3K ﹤0.01%
134
+4
1657
$47.2K ﹤0.01%
419
+35
1658
$47.2K ﹤0.01%
194
+31
1659
$47.1K ﹤0.01%
5,768
+68
1660
$47K ﹤0.01%
932
+3
1661
$47K ﹤0.01%
2,333
+342
1662
$47K ﹤0.01%
900
1663
$47K ﹤0.01%
2,000
1664
$46.7K ﹤0.01%
3,084
-11,298
1665
$46.7K ﹤0.01%
762
1666
$46.5K ﹤0.01%
713
+43
1667
$46.4K ﹤0.01%
1,262
+250
1668
$46.4K ﹤0.01%
4,431
+2,815
1669
$46.4K ﹤0.01%
484
+116
1670
$46.2K ﹤0.01%
4,060
-5,624
1671
$46.1K ﹤0.01%
842
1672
$46.1K ﹤0.01%
326
+45
1673
$46K ﹤0.01%
1,237
+740
1674
$45.8K ﹤0.01%
11,256
+4,223
1675
$45.7K ﹤0.01%
+961
65 66
67
68 69