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
1976
$27.1K ﹤0.01%
684
+360
1977
$27K ﹤0.01%
2,117
+1,991
1978
$27K ﹤0.01%
4,965
+3,854
1979
$26.9K ﹤0.01%
+200
1980
$26.9K ﹤0.01%
732
+2
1981
$26.8K ﹤0.01%
125
+13
1982
$26.7K ﹤0.01%
1,975
1983
$26.7K ﹤0.01%
2,014
+19
1984
$26.6K ﹤0.01%
1,244
-500
1985
$26.5K ﹤0.01%
304
+18
1986
$26.4K ﹤0.01%
162
+3
1987
$26.2K ﹤0.01%
+398
1988
$26.1K ﹤0.01%
174
+2
1989
$26.1K ﹤0.01%
1,434
+10
1990
$26K ﹤0.01%
1,028
-1,024
1991
$26K ﹤0.01%
458
-4
1992
$25.9K ﹤0.01%
1,348
+1,300
1993
$25.9K ﹤0.01%
187
1994
$25.9K ﹤0.01%
1,908
+18
1995
$25.8K ﹤0.01%
653
-10
1996
$25.8K ﹤0.01%
5,028
+4,751
1997
$25.8K ﹤0.01%
+507
1998
$25.7K ﹤0.01%
311
+13
1999
$25.7K ﹤0.01%
2,063
+157
2000
$25.7K ﹤0.01%
205
-2
78 79
80
81 82