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
2076
$22.1K ﹤0.01%
+2,250
2077
$22.1K ﹤0.01%
1,214
+535
2078
$22K ﹤0.01%
56
2079
$22K ﹤0.01%
10,000
-234,000
2080
$22K ﹤0.01%
671
-3
2081
$21.9K ﹤0.01%
162
+20
2082
$21.9K ﹤0.01%
2,052
+1,905
2083
$21.8K ﹤0.01%
800
2084
$21.8K ﹤0.01%
850
-25
2085
$21.8K ﹤0.01%
766
-57
2086
$21.8K ﹤0.01%
441
2087
$21.7K ﹤0.01%
2,581
+41
2088
$21.7K ﹤0.01%
1,588
-950
2089
$21.7K ﹤0.01%
3,285
+437
2090
$21.7K ﹤0.01%
677
2091
$21.7K ﹤0.01%
1,783
+1,131
2092
$21.6K ﹤0.01%
+329
2093
$21.5K ﹤0.01%
187
2094
$21.5K ﹤0.01%
3,916
-590
2095
$21.5K ﹤0.01%
156
2096
$21.3K ﹤0.01%
2,646
-194
2097
$21.3K ﹤0.01%
1,133
+917
2098
$21.3K ﹤0.01%
237
+165
2099
$21.3K ﹤0.01%
478
2100
$21.3K ﹤0.01%
302
-1,500