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
2276
$14K ﹤0.01%
327
+103
2277
$13.9K ﹤0.01%
209
+28
2278
$13.9K ﹤0.01%
153
-75
2279
$13.9K ﹤0.01%
1,533
+298
2280
$13.9K ﹤0.01%
500
2281
$13.9K ﹤0.01%
3,882
+3,366
2282
$13.8K ﹤0.01%
129
2283
$13.8K ﹤0.01%
3,341
-1,349
2284
$13.7K ﹤0.01%
206
+37
2285
$13.7K ﹤0.01%
650
-398
2286
$13.7K ﹤0.01%
166
2287
$13.6K ﹤0.01%
463
-417
2288
$13.6K ﹤0.01%
447
+33
2289
$13.6K ﹤0.01%
178
+128
2290
$13.6K ﹤0.01%
750
-164
2291
$13.5K ﹤0.01%
281
-57
2292
$13.5K ﹤0.01%
800
2293
$13.5K ﹤0.01%
141
+44
2294
$13.5K ﹤0.01%
3,010
+1,201
2295
$13.4K ﹤0.01%
429
2296
$13.4K ﹤0.01%
1,184
-51
2297
$13.3K ﹤0.01%
251
2298
$13.3K ﹤0.01%
1,053
+10
2299
$13.2K ﹤0.01%
1,382
-1,057
2300
$13.2K ﹤0.01%
139
-10