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
2301
$13.2K ﹤0.01%
792
-352
2302
$13.1K ﹤0.01%
184
2303
$13K ﹤0.01%
581
+128
2304
$13K ﹤0.01%
409
+7
2305
$13K ﹤0.01%
3,457
+2,241
2306
$13K ﹤0.01%
840
2307
$12.8K ﹤0.01%
485
2308
$12.8K ﹤0.01%
265
-1
2309
$12.8K ﹤0.01%
734
+36
2310
$12.7K ﹤0.01%
1,075
-886
2311
$12.7K ﹤0.01%
1,846
+13
2312
$12.7K ﹤0.01%
127
2313
$12.6K ﹤0.01%
59
+23
2314
$12.6K ﹤0.01%
63
+7
2315
$12.6K ﹤0.01%
504
-597
2316
$12.5K ﹤0.01%
581
-71
2317
$12.5K ﹤0.01%
+355
2318
$12.5K ﹤0.01%
51
+1
2319
$12.4K ﹤0.01%
988
+929
2320
$12.4K ﹤0.01%
132
+71
2321
$12.3K ﹤0.01%
241
2322
$12.3K ﹤0.01%
198
-106
2323
$12.3K ﹤0.01%
+1,311
2324
$12.3K ﹤0.01%
+400
2325
$12.3K ﹤0.01%
351