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
2426
$8.72K ﹤0.01%
597
+36
2427
$8.71K ﹤0.01%
175
-50
2428
$8.7K ﹤0.01%
+374
2429
$8.66K ﹤0.01%
+108
2430
$8.66K ﹤0.01%
1,932
2431
$8.65K ﹤0.01%
179
2432
$8.61K ﹤0.01%
183
-229
2433
$8.56K ﹤0.01%
236
+140
2434
$8.55K ﹤0.01%
2,263
+437
2435
$8.55K ﹤0.01%
1,731
2436
$8.54K ﹤0.01%
278
+92
2437
$8.53K ﹤0.01%
46
-115
2438
$8.52K ﹤0.01%
702
+97
2439
$8.52K ﹤0.01%
508
+379
2440
$8.49K ﹤0.01%
1,043
-1,474
2441
$8.49K ﹤0.01%
226
2442
$8.46K ﹤0.01%
55
+2
2443
$8.42K ﹤0.01%
5,436
-4,077
2444
$8.39K ﹤0.01%
212
2445
$8.36K ﹤0.01%
502
-223
2446
$8.35K ﹤0.01%
58
-5
2447
$8.31K ﹤0.01%
64
-16
2448
$8.3K ﹤0.01%
919
+85
2449
$8.28K ﹤0.01%
735
-895
2450
$8.25K ﹤0.01%
138
96 97
98
99 100