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
1701
$43.3K ﹤0.01%
1,034
-37
1702
$43.2K ﹤0.01%
640
1703
$43.2K ﹤0.01%
742
+351
1704
$43.1K ﹤0.01%
5,104
+10
1705
$43.1K ﹤0.01%
568
+1
1706
$43.1K ﹤0.01%
201
+23
1707
$43.1K ﹤0.01%
572
+58
1708
$43.1K ﹤0.01%
526
+9
1709
$42.9K ﹤0.01%
1,190
-26
1710
$42.9K ﹤0.01%
457
+173
1711
$42.8K ﹤0.01%
132
+22
1712
$42.8K ﹤0.01%
556
+9
1713
$42.7K ﹤0.01%
376
+42
1714
$42.7K ﹤0.01%
1,189
+30
1715
$42.6K ﹤0.01%
895
+1
1716
$42.5K ﹤0.01%
662
+38
1717
$42.4K ﹤0.01%
993
-17
1718
$42.4K ﹤0.01%
1,422
+7
1719
$42.4K ﹤0.01%
4,395
1720
$42.3K ﹤0.01%
149
+2
1721
$42.2K ﹤0.01%
19,518
-1,286
1722
$42.1K ﹤0.01%
407
-47
1723
$42.1K ﹤0.01%
1,234
+677
1724
$42.1K ﹤0.01%
9,768
-227
1725
$42.1K ﹤0.01%
1,110
-339
67 68
69
70 71