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
2176
$17.6K ﹤0.01%
461
-895
2177
$17.5K ﹤0.01%
1,828
-5,111
2178
$17.5K ﹤0.01%
529
2179
$17.5K ﹤0.01%
942
-15
2180
$17.5K ﹤0.01%
2,705
+2,302
2181
$17.3K ﹤0.01%
440
2182
$17.3K ﹤0.01%
78
+15
2183
$17.3K ﹤0.01%
766
2184
$17.2K ﹤0.01%
100
+23
2185
$17.2K ﹤0.01%
607
-66
2186
$17.2K ﹤0.01%
672
2187
$17.2K ﹤0.01%
98
+16
2188
$17.2K ﹤0.01%
1,000
2189
$17.1K ﹤0.01%
139
+63
2190
$17.1K ﹤0.01%
+527
2191
$17K ﹤0.01%
181
+49
2192
$17K ﹤0.01%
163
2193
$17K ﹤0.01%
1,399
+780
2194
$17K ﹤0.01%
203
+10
2195
$16.9K ﹤0.01%
369
+1
2196
$16.9K ﹤0.01%
237
-380
2197
$16.9K ﹤0.01%
717
-32
2198
$16.8K ﹤0.01%
276
2199
$16.7K ﹤0.01%
90
-2
2200
$16.7K ﹤0.01%
484