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
1951
$28.3K ﹤0.01%
692
+160
1952
$28.3K ﹤0.01%
500
-500
1953
$28.2K ﹤0.01%
162
+2
1954
$28.2K ﹤0.01%
498
+398
1955
$28.1K ﹤0.01%
876
-2,457
1956
$28K ﹤0.01%
654
-308
1957
$28K ﹤0.01%
1,530
1958
$28K ﹤0.01%
1,220
+600
1959
$28K ﹤0.01%
991
+1
1960
$27.9K ﹤0.01%
423
-778
1961
$27.8K ﹤0.01%
3,576
+143
1962
$27.7K ﹤0.01%
523
+41
1963
$27.7K ﹤0.01%
2,200
1964
$27.7K ﹤0.01%
320
+183
1965
$27.7K ﹤0.01%
621
+37
1966
$27.5K ﹤0.01%
539
1967
$27.5K ﹤0.01%
3,330
-1,734
1968
$27.5K ﹤0.01%
1,222
+120
1969
$27.5K ﹤0.01%
330
+28
1970
$27.5K ﹤0.01%
1,137
+634
1971
$27.4K ﹤0.01%
616
-306
1972
$27.4K ﹤0.01%
1,676
+62
1973
$27.4K ﹤0.01%
395
+62
1974
$27.3K ﹤0.01%
2,571
-479
1975
$27.1K ﹤0.01%
952
77 78
79
80 81