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
1801
$36.9K ﹤0.01%
1,023
+53
1802
$36.9K ﹤0.01%
1,078
+881
1803
$36.7K ﹤0.01%
332
1804
$36.7K ﹤0.01%
4,511
+12
1805
$36.7K ﹤0.01%
453
1806
$36.7K ﹤0.01%
325
-7
1807
$36.5K ﹤0.01%
1,601
-1,064
1808
$36.5K ﹤0.01%
502
-2
1809
$36.5K ﹤0.01%
359
+74
1810
$36.4K ﹤0.01%
3,977
-64
1811
$36.3K ﹤0.01%
389
+144
1812
$36.3K ﹤0.01%
+1,518
1813
$36.3K ﹤0.01%
4,187
-4,572
1814
$36.2K ﹤0.01%
1,632
-1,084
1815
$36K ﹤0.01%
156
+19
1816
$36K ﹤0.01%
1,400
1817
$35.9K ﹤0.01%
936
-3,795
1818
$35.9K ﹤0.01%
1,640
-1,091
1819
$35.8K ﹤0.01%
1,349
+391
1820
$35.8K ﹤0.01%
1,055
+374
1821
$35.7K ﹤0.01%
235
-5
1822
$35.7K ﹤0.01%
773
-417
1823
$35.7K ﹤0.01%
620
+64
1824
$35.6K ﹤0.01%
1,000
1825
$35.6K ﹤0.01%
1,670
-1,111
71 72
73
74 75