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
2001
$25.7K ﹤0.01%
138
+54
2002
$25.6K ﹤0.01%
497
+65
2003
$25.6K ﹤0.01%
1,010
+35
2004
$25.4K ﹤0.01%
364
2005
$25.3K ﹤0.01%
355
+70
2006
$25.3K ﹤0.01%
+1,041
2007
$25.3K ﹤0.01%
570
+307
2008
$25.2K ﹤0.01%
496
2009
$25.2K ﹤0.01%
593
2010
$25.1K ﹤0.01%
277
-90
2011
$25.1K ﹤0.01%
346
2012
$25K ﹤0.01%
409
+293
2013
$25K ﹤0.01%
305
+5
2014
$25K ﹤0.01%
919
-706
2015
$24.9K ﹤0.01%
159
+7
2016
$24.8K ﹤0.01%
393
+226
2017
$24.8K ﹤0.01%
6,544
-12,688
2018
$24.7K ﹤0.01%
331
+9
2019
$24.7K ﹤0.01%
8,322
+68
2020
$24.7K ﹤0.01%
235
2021
$24.5K ﹤0.01%
1,013
+4
2022
$24.5K ﹤0.01%
9,306
+3,830
2023
$24.4K ﹤0.01%
1,663
+361
2024
$24.4K ﹤0.01%
729
+435
2025
$24.4K ﹤0.01%
+1,238