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
1876
$32.9K ﹤0.01%
787
1877
$32.8K ﹤0.01%
1,050
+150
1878
$32.8K ﹤0.01%
1,818
-1,598
1879
$32.8K ﹤0.01%
3,197
+2,745
1880
$32.8K ﹤0.01%
364
+65
1881
$32.7K ﹤0.01%
225
1882
$32.6K ﹤0.01%
327
+197
1883
$32.6K ﹤0.01%
907
+530
1884
$32.3K ﹤0.01%
1,790
-923
1885
$32.1K ﹤0.01%
619
1886
$32.1K ﹤0.01%
366
+1
1887
$32.1K ﹤0.01%
627
1888
$32K ﹤0.01%
307
+223
1889
$32K ﹤0.01%
4,017
+2,593
1890
$31.9K ﹤0.01%
327
+28
1891
$31.8K ﹤0.01%
587
+435
1892
$31.8K ﹤0.01%
394
+160
1893
$31.7K ﹤0.01%
1,394
+2
1894
$31.5K ﹤0.01%
1,018
+725
1895
$31.5K ﹤0.01%
707
+11
1896
$31.5K ﹤0.01%
500
1897
$31.4K ﹤0.01%
264
-40
1898
$31.3K ﹤0.01%
1,754
+1,615
1899
$31.1K ﹤0.01%
1,010
+744
1900
$31.1K ﹤0.01%
2,101
+204
74 75
76
77 78