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
2326
$12.3K ﹤0.01%
6,324
+4,671
2327
$12.3K ﹤0.01%
668
+126
2328
$12.2K ﹤0.01%
292
+48
2329
$12.1K ﹤0.01%
324
-8
2330
$12K ﹤0.01%
147
+26
2331
$11.9K ﹤0.01%
10
2332
$11.9K ﹤0.01%
+3,308
2333
$11.9K ﹤0.01%
103
+16
2334
$11.9K ﹤0.01%
177
+77
2335
$11.9K ﹤0.01%
455
+128
2336
$11.7K ﹤0.01%
561
-438
2337
$11.7K ﹤0.01%
166
-17
2338
$11.7K ﹤0.01%
3,253
2339
$11.7K ﹤0.01%
147
+17
2340
$11.6K ﹤0.01%
311
-436
2341
$11.6K ﹤0.01%
105
-216
2342
$11.5K ﹤0.01%
673
+32
2343
$11.5K ﹤0.01%
108
2344
$11.5K ﹤0.01%
68
+28
2345
$11.4K ﹤0.01%
121
+5
2346
$11.4K ﹤0.01%
349
2347
$11.4K ﹤0.01%
655
2348
$11.4K ﹤0.01%
468
+106
2349
$11.3K ﹤0.01%
103
-6
2350
$11.3K ﹤0.01%
1,218
-2,018