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
1751
$40K ﹤0.01%
2,603
+12
1752
$39.9K ﹤0.01%
+2,202
1753
$39.8K ﹤0.01%
11,649
+9,202
1754
$39.8K ﹤0.01%
518
-32
1755
$39.6K ﹤0.01%
807
+9
1756
$39.6K ﹤0.01%
612
+228
1757
$39.6K ﹤0.01%
1,152
-532
1758
$39.6K ﹤0.01%
782
+16
1759
$39.6K ﹤0.01%
5,419
-457
1760
$39.5K ﹤0.01%
351
+32
1761
$39.5K ﹤0.01%
373
+43
1762
$39.4K ﹤0.01%
2,523
+30
1763
$39.3K ﹤0.01%
4,655
1764
$39.2K ﹤0.01%
999
+427
1765
$39.1K ﹤0.01%
2,809
+834
1766
$39.1K ﹤0.01%
4,009
-344
1767
$39K ﹤0.01%
1,131
-50
1768
$38.9K ﹤0.01%
909
1769
$38.8K ﹤0.01%
367
+25
1770
$38.8K ﹤0.01%
250
+90
1771
$38.6K ﹤0.01%
880
+775
1772
$38.6K ﹤0.01%
+209
1773
$38.6K ﹤0.01%
337
-146
1774
$38.5K ﹤0.01%
1,498
+116
1775
$38.5K ﹤0.01%
712
+150
69 70
71
72 73