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
1901
$31K ﹤0.01%
1,178
-226
1902
$31K ﹤0.01%
1,257
+23
1903
$30.9K ﹤0.01%
1,745
+9
1904
$30.9K ﹤0.01%
450
1905
$30.9K ﹤0.01%
186
+55
1906
$30.8K ﹤0.01%
1,411
+855
1907
$30.8K ﹤0.01%
15,228
1908
$30.7K ﹤0.01%
1,117
-380
1909
$30.6K ﹤0.01%
2,004
+1,082
1910
$30.6K ﹤0.01%
1,648
1911
$30.6K ﹤0.01%
218
+17
1912
$30.5K ﹤0.01%
+4,404
1913
$30.5K ﹤0.01%
1,128
+575
1914
$30.5K ﹤0.01%
586
+330
1915
$30.5K ﹤0.01%
3,251
-9,778
1916
$30.5K ﹤0.01%
+3,076
1917
$30.3K ﹤0.01%
68
1918
$30.3K ﹤0.01%
3,370
-564
1919
$30.3K ﹤0.01%
539
-234
1920
$30.3K ﹤0.01%
1,735
+204
1921
$30K ﹤0.01%
3,895
1922
$30K ﹤0.01%
396
1923
$29.9K ﹤0.01%
230
1924
$29.8K ﹤0.01%
546
+466
1925
$29.7K ﹤0.01%
1,006
+9