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
1926
$29.7K ﹤0.01%
1,604
+13
1927
$29.6K ﹤0.01%
628
+1
1928
$29.6K ﹤0.01%
767
-320
1929
$29.6K ﹤0.01%
452
1930
$29.5K ﹤0.01%
434
+96
1931
$29.5K ﹤0.01%
559
1932
$29.4K ﹤0.01%
430
-297
1933
$29.4K ﹤0.01%
+1,250
1934
$29.3K ﹤0.01%
877
-645
1935
$29.1K ﹤0.01%
1,000
1936
$29.1K ﹤0.01%
218
+110
1937
$29.1K ﹤0.01%
255
+3
1938
$29K ﹤0.01%
559
+12
1939
$29K ﹤0.01%
2,650
-1,000
1940
$28.9K ﹤0.01%
566
1941
$28.9K ﹤0.01%
186
1942
$28.9K ﹤0.01%
4,874
-2,363
1943
$28.8K ﹤0.01%
1,677
+1,650
1944
$28.8K ﹤0.01%
322
-22
1945
$28.7K ﹤0.01%
852
-16
1946
$28.7K ﹤0.01%
1,046
1947
$28.7K ﹤0.01%
215
+16
1948
$28.6K ﹤0.01%
79
+53
1949
$28.5K ﹤0.01%
554
+49
1950
$28.5K ﹤0.01%
713
+129