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
1776
$38.5K ﹤0.01%
248
-60
1777
$38.3K ﹤0.01%
899
-11
1778
$38.3K ﹤0.01%
7,203
+1,446
1779
$38.2K ﹤0.01%
450
-70
1780
$38.2K ﹤0.01%
764
+431
1781
$38.2K ﹤0.01%
1,195
-120
1782
$38.2K ﹤0.01%
162
-122
1783
$38.1K ﹤0.01%
700
+627
1784
$38.1K ﹤0.01%
823
+331
1785
$37.9K ﹤0.01%
1,597
1786
$37.9K ﹤0.01%
500
-43
1787
$37.9K ﹤0.01%
2,333
-32
1788
$37.9K ﹤0.01%
2,063
+2
1789
$37.8K ﹤0.01%
139
+2
1790
$37.6K ﹤0.01%
+2,200
1791
$37.6K ﹤0.01%
798
-342
1792
$37.5K ﹤0.01%
3,217
1793
$37.3K ﹤0.01%
1,103
-5
1794
$37.3K ﹤0.01%
514
+97
1795
$37.1K ﹤0.01%
5,333
+5,109
1796
$37K ﹤0.01%
817
1797
$37K ﹤0.01%
779
+96
1798
$37K ﹤0.01%
572
-4
1799
$37K ﹤0.01%
1,068
1800
$36.9K ﹤0.01%
1,034
+15
70 71
72
73 74