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
2376
$10.7K ﹤0.01%
195
-110
2377
$10.6K ﹤0.01%
70
+32
2378
$10.5K ﹤0.01%
315
+144
2379
$10.5K ﹤0.01%
600
2380
$10.4K ﹤0.01%
1,505
+1,432
2381
$10.4K ﹤0.01%
+275
2382
$10.4K ﹤0.01%
+109
2383
$10.3K ﹤0.01%
1,275
+54
2384
$10.2K ﹤0.01%
+160
2385
$10.2K ﹤0.01%
885
+188
2386
$10.2K ﹤0.01%
1,440
2387
$10.2K ﹤0.01%
321
2388
$10.2K ﹤0.01%
471
2389
$10.1K ﹤0.01%
979
+734
2390
$10.1K ﹤0.01%
2,000
+1,896
2391
$10.1K ﹤0.01%
857
2392
$9.99K ﹤0.01%
100
2393
$9.94K ﹤0.01%
973
+48
2394
$9.86K ﹤0.01%
228
2395
$9.83K ﹤0.01%
59
+6
2396
$9.75K ﹤0.01%
+998
2397
$9.59K ﹤0.01%
1,491
2398
$9.57K ﹤0.01%
143
2399
$9.56K ﹤0.01%
125
2400
$9.53K ﹤0.01%
1,021
+257