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
2226
$15.6K ﹤0.01%
167
-17
2227
$15.6K ﹤0.01%
903
-380
2228
$15.6K ﹤0.01%
389
+8
2229
$15.5K ﹤0.01%
422
2230
$15.5K ﹤0.01%
+300
2231
$15.5K ﹤0.01%
237
+72
2232
$15.4K ﹤0.01%
776
+526
2233
$15.3K ﹤0.01%
6,140
+1,512
2234
$15.1K ﹤0.01%
833
+317
2235
$15.1K ﹤0.01%
286
-2
2236
$15.1K ﹤0.01%
864
2237
$15.1K ﹤0.01%
187
+9
2238
$15K ﹤0.01%
2,479
+75
2239
$15K ﹤0.01%
320
2240
$14.9K ﹤0.01%
336
-13
2241
$14.9K ﹤0.01%
154
+7
2242
$14.9K ﹤0.01%
668
-4
2243
$14.8K ﹤0.01%
+95
2244
$14.8K ﹤0.01%
434
-32
2245
$14.8K ﹤0.01%
2,263
-130
2246
$14.8K ﹤0.01%
132
-45
2247
$14.7K ﹤0.01%
425
-2,106
2248
$14.7K ﹤0.01%
324
+13
2249
$14.7K ﹤0.01%
1,055
2250
$14.7K ﹤0.01%
353
+330