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
2051
$23.4K ﹤0.01%
230
+170
2052
$23.4K ﹤0.01%
427
+2
2053
$23.2K ﹤0.01%
497
+31
2054
$23.2K ﹤0.01%
2,550
+1,191
2055
$23.2K ﹤0.01%
3,272
-336
2056
$23.1K ﹤0.01%
836
+779
2057
$23.1K ﹤0.01%
13,040
-467
2058
$23.1K ﹤0.01%
567
-11
2059
$22.9K ﹤0.01%
2,560
+2,048
2060
$22.9K ﹤0.01%
216
2061
$22.9K ﹤0.01%
90
2062
$22.8K ﹤0.01%
4,037
2063
$22.7K ﹤0.01%
943
+12
2064
$22.6K ﹤0.01%
732
+32
2065
$22.6K ﹤0.01%
+500
2066
$22.5K ﹤0.01%
471
+4
2067
$22.5K ﹤0.01%
2,745
-1,674
2068
$22.5K ﹤0.01%
201
-117
2069
$22.5K ﹤0.01%
829
+215
2070
$22.5K ﹤0.01%
331
+191
2071
$22.4K ﹤0.01%
242
+49
2072
$22.3K ﹤0.01%
158
-6
2073
$22.3K ﹤0.01%
1,320
+60
2074
$22.2K ﹤0.01%
1,002
-206
2075
$22.2K ﹤0.01%
844
+102