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
1676
$45.7K ﹤0.01%
931
-2,001
1677
$45.7K ﹤0.01%
202
+23
1678
$45.6K ﹤0.01%
16,457
1679
$45.5K ﹤0.01%
532
+67
1680
$45.5K ﹤0.01%
839
-576
1681
$45.4K ﹤0.01%
4,662
-19,245
1682
$44.9K ﹤0.01%
392
-162
1683
$44.8K ﹤0.01%
732
+100
1684
$44.4K ﹤0.01%
432
+273
1685
$44.4K ﹤0.01%
675
-395
1686
$44.4K ﹤0.01%
8,550
+3,959
1687
$44.3K ﹤0.01%
8,640
+169
1688
$44.3K ﹤0.01%
757
+12
1689
$44.1K ﹤0.01%
1,295
+685
1690
$44.1K ﹤0.01%
469
1691
$44.1K ﹤0.01%
2,000
1692
$43.9K ﹤0.01%
1,102
-4
1693
$43.8K ﹤0.01%
5,529
+5,047
1694
$43.7K ﹤0.01%
1,700
-35
1695
$43.7K ﹤0.01%
958
1696
$43.6K ﹤0.01%
4,267
+67
1697
$43.5K ﹤0.01%
648
-781
1698
$43.5K ﹤0.01%
490
+255
1699
$43.5K ﹤0.01%
813
+286
1700
$43.5K ﹤0.01%
1,153
-25
66 67
68
69 70