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
1851
$34.5K ﹤0.01%
2,039
-1,785
1852
$34.5K ﹤0.01%
625
+17
1853
$34.5K ﹤0.01%
2,259
+2,229
1854
$34.1K ﹤0.01%
272
+5
1855
$34.1K ﹤0.01%
1,372
1856
$34.1K ﹤0.01%
305
-39
1857
$34.1K ﹤0.01%
1,320
+11
1858
$34.1K ﹤0.01%
745
-54
1859
$33.8K ﹤0.01%
1,606
-351
1860
$33.7K ﹤0.01%
1,640
-7
1861
$33.7K ﹤0.01%
+782
1862
$33.6K ﹤0.01%
3,867
-85
1863
$33.6K ﹤0.01%
2,000
+1,988
1864
$33.6K ﹤0.01%
604
+63
1865
$33.6K ﹤0.01%
652
+9
1866
$33.5K ﹤0.01%
959
-69
1867
$33.4K ﹤0.01%
1,225
1868
$33.3K ﹤0.01%
1,584
+841
1869
$33.3K ﹤0.01%
827
-216
1870
$33.2K ﹤0.01%
93
+47
1871
$33.2K ﹤0.01%
794
-92
1872
$33.1K ﹤0.01%
420
+171
1873
$33.1K ﹤0.01%
1,070
1874
$33.1K ﹤0.01%
536
+373
1875
$33K ﹤0.01%
883
73 74
75
76 77