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
2201
$16.6K ﹤0.01%
1,000
2202
$16.6K ﹤0.01%
1,012
+337
2203
$16.6K ﹤0.01%
585
2204
$16.6K ﹤0.01%
932
2205
$16.6K ﹤0.01%
+3,927
2206
$16.5K ﹤0.01%
272
+38
2207
$16.5K ﹤0.01%
487
-501
2208
$16.4K ﹤0.01%
125
+20
2209
$16.4K ﹤0.01%
421
+407
2210
$16.3K ﹤0.01%
1,377
-658
2211
$16.3K ﹤0.01%
900
2212
$16.2K ﹤0.01%
3,573
-3,109
2213
$16.2K ﹤0.01%
492
-20
2214
$16.2K ﹤0.01%
642
+27
2215
$16.1K ﹤0.01%
268
2216
$16.1K ﹤0.01%
189
+114
2217
$16K ﹤0.01%
1,317
2218
$16K ﹤0.01%
9,508
-1,073
2219
$15.9K ﹤0.01%
619
-125
2220
$15.9K ﹤0.01%
508
2221
$15.8K ﹤0.01%
507
2222
$15.8K ﹤0.01%
290
2223
$15.8K ﹤0.01%
557
+66
2224
$15.7K ﹤0.01%
2,215
+1,494
2225
$15.6K ﹤0.01%
965
-12