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
2151
$18.8K ﹤0.01%
798
2152
$18.8K ﹤0.01%
380
2153
$18.7K ﹤0.01%
375
+358
2154
$18.7K ﹤0.01%
1,657
2155
$18.7K ﹤0.01%
619
-1,064
2156
$18.7K ﹤0.01%
677
+12
2157
$18.6K ﹤0.01%
551
+128
2158
$18.6K ﹤0.01%
1,611
+491
2159
$18.4K ﹤0.01%
335
2160
$18.4K ﹤0.01%
421
2161
$18.3K ﹤0.01%
442
+2
2162
$18.3K ﹤0.01%
466
+85
2163
$18.2K ﹤0.01%
12,656
-471
2164
$18.2K ﹤0.01%
92
-2
2165
$18.1K ﹤0.01%
882
2166
$18K ﹤0.01%
+1,778
2167
$17.9K ﹤0.01%
296
-317
2168
$17.8K ﹤0.01%
167
2169
$17.8K ﹤0.01%
2,949
-23,629
2170
$17.8K ﹤0.01%
2,062
2171
$17.8K ﹤0.01%
300
2172
$17.7K ﹤0.01%
770
+20
2173
$17.7K ﹤0.01%
287
+2
2174
$17.7K ﹤0.01%
282
-2
2175
$17.6K ﹤0.01%
371
+1
85 86
87
88 89