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
2476
$7.67K ﹤0.01%
+856
2477
$7.63K ﹤0.01%
185
2478
$7.59K ﹤0.01%
364
-38
2479
$7.58K ﹤0.01%
2,768
-38
2480
$7.58K ﹤0.01%
+344
2481
$7.57K ﹤0.01%
261
2482
$7.54K ﹤0.01%
44
-4
2483
$7.54K ﹤0.01%
1,091
+677
2484
$7.51K ﹤0.01%
1,384
-127
2485
$7.49K ﹤0.01%
173
+70
2486
$7.45K ﹤0.01%
+1,035
2487
$7.41K ﹤0.01%
202
+146
2488
$7.4K ﹤0.01%
4,000
2489
$7.37K ﹤0.01%
74
+12
2490
$7.34K ﹤0.01%
169
2491
$7.32K ﹤0.01%
232
+12
2492
$7.29K ﹤0.01%
570
+185
2493
$7.2K ﹤0.01%
1,467
+305
2494
$7.11K ﹤0.01%
178
+5
2495
$7.11K ﹤0.01%
136
2496
$7.06K ﹤0.01%
32
+17
2497
$7K ﹤0.01%
250
+140
2498
$6.95K ﹤0.01%
755
-65
2499
$6.93K ﹤0.01%
101
+28
2500
$6.93K ﹤0.01%
486
98 99
100
101 102