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
2401
$9.51K ﹤0.01%
1,210
+340
2402
$9.47K ﹤0.01%
225
-294
2403
$9.46K ﹤0.01%
676
2404
$9.46K ﹤0.01%
417
+363
2405
$9.43K ﹤0.01%
172
-1
2406
$9.41K ﹤0.01%
55
+10
2407
$9.4K ﹤0.01%
66
+8
2408
$9.33K ﹤0.01%
1,540
2409
$9.32K ﹤0.01%
76
2410
$9.3K ﹤0.01%
220
-10
2411
$9.24K ﹤0.01%
295
2412
$9.23K ﹤0.01%
430
-299
2413
$9.15K ﹤0.01%
210
+4
2414
$9.11K ﹤0.01%
290
-428
2415
$9.1K ﹤0.01%
192
-844
2416
$9.1K ﹤0.01%
910
2417
$9.07K ﹤0.01%
3,096
+1,098
2418
$9.03K ﹤0.01%
94
+4
2419
$9.02K ﹤0.01%
508
-839
2420
$8.97K ﹤0.01%
189
+42
2421
$8.91K ﹤0.01%
154
+4
2422
$8.9K ﹤0.01%
67
+10
2423
$8.84K ﹤0.01%
625
2424
$8.79K ﹤0.01%
168
-5,292
2425
$8.79K ﹤0.01%
258
+24
95 96
97
98 99