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
2251
$14.7K ﹤0.01%
+224
2252
$14.7K ﹤0.01%
188
+15
2253
$14.7K ﹤0.01%
218
-222
2254
$14.6K ﹤0.01%
1,345
-134
2255
$14.6K ﹤0.01%
575
-2,263
2256
$14.5K ﹤0.01%
1,093
+354
2257
$14.5K ﹤0.01%
288
-370
2258
$14.4K ﹤0.01%
372
+31
2259
$14.4K ﹤0.01%
3,695
+2,911
2260
$14.4K ﹤0.01%
4,361
-417
2261
$14.2K ﹤0.01%
500
2262
$14.2K ﹤0.01%
458
-17
2263
$14.2K ﹤0.01%
279
+50
2264
$14.2K ﹤0.01%
953
+12
2265
$14.1K ﹤0.01%
737
-99
2266
$14.1K ﹤0.01%
153
+2
2267
$14.1K ﹤0.01%
440
-1,977
2268
$14.1K ﹤0.01%
331
-62
2269
$14.1K ﹤0.01%
273
2270
$14K ﹤0.01%
382
+206
2271
$14K ﹤0.01%
791
-160
2272
$14K ﹤0.01%
4,113
+1,810
2273
$14K ﹤0.01%
185
2274
$14K ﹤0.01%
87
-48
2275
$14K ﹤0.01%
748
+12