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
2126
$20K ﹤0.01%
1,763
+661
2127
$19.9K ﹤0.01%
348
+206
2128
$19.8K ﹤0.01%
179
-188
2129
$19.8K ﹤0.01%
1,919
+18
2130
$19.8K ﹤0.01%
1,682
2131
$19.7K ﹤0.01%
391
+136
2132
$19.6K ﹤0.01%
76
+46
2133
$19.6K ﹤0.01%
+97
2134
$19.6K ﹤0.01%
273
-384
2135
$19.5K ﹤0.01%
507
+40
2136
$19.5K ﹤0.01%
239
+9
2137
$19.5K ﹤0.01%
200
2138
$19.4K ﹤0.01%
995
-50
2139
$19.4K ﹤0.01%
997
2140
$19.4K ﹤0.01%
125
+14
2141
$19.3K ﹤0.01%
280
-5
2142
$19.2K ﹤0.01%
1,804
+804
2143
$19.1K ﹤0.01%
512
-439
2144
$19.1K ﹤0.01%
312
+157
2145
$19K ﹤0.01%
62
2146
$19K ﹤0.01%
3,862
2147
$19K ﹤0.01%
61
-10
2148
$18.9K ﹤0.01%
414
+4
2149
$18.9K ﹤0.01%
788
-25
2150
$18.8K ﹤0.01%
5,505
-344