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
2451
$8.23K ﹤0.01%
141
2452
$8.23K ﹤0.01%
78
2453
$8.23K ﹤0.01%
416
-105
2454
$8.21K ﹤0.01%
1,950
-50
2455
$8.2K ﹤0.01%
798
+133
2456
$8.19K ﹤0.01%
263
-110
2457
$8.16K ﹤0.01%
725
+40
2458
$8.15K ﹤0.01%
287
+74
2459
$8.11K ﹤0.01%
81
2460
$8.1K ﹤0.01%
523
+3
2461
$8.09K ﹤0.01%
350
2462
$8.03K ﹤0.01%
118
+4
2463
$7.99K ﹤0.01%
147
-96
2464
$7.93K ﹤0.01%
373
+5
2465
$7.93K ﹤0.01%
253
-12
2466
$7.9K ﹤0.01%
100
2467
$7.84K ﹤0.01%
414
2468
$7.82K ﹤0.01%
253
+242
2469
$7.79K ﹤0.01%
454
+21
2470
$7.78K ﹤0.01%
1,621
+695
2471
$7.76K ﹤0.01%
115
2472
$7.73K ﹤0.01%
200
-8
2473
$7.71K ﹤0.01%
769
-7
2474
$7.68K ﹤0.01%
1,102
2475
$7.68K ﹤0.01%
69
97 98
99
100 101