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
2601
$5.34K ﹤0.01%
860
+129
2602
$5.32K ﹤0.01%
136
2603
$5.29K ﹤0.01%
238
2604
$5.29K ﹤0.01%
335
-686
2605
$5.28K ﹤0.01%
361
+8
2606
$5.28K ﹤0.01%
559
-6
2607
$5.28K ﹤0.01%
+47
2608
$5.27K ﹤0.01%
160
2609
$5.26K ﹤0.01%
154
2610
$5.25K ﹤0.01%
+125
2611
$5.25K ﹤0.01%
246
-339
2612
$5.24K ﹤0.01%
53
+44
2613
$5.22K ﹤0.01%
26
+14
2614
$5.18K ﹤0.01%
+827
2615
$5.16K ﹤0.01%
308
+137
2616
$5.14K ﹤0.01%
+219
2617
$5.14K ﹤0.01%
254
+72
2618
$5.14K ﹤0.01%
90
2619
$5.1K ﹤0.01%
148
2620
$5.1K ﹤0.01%
166
+134
2621
$5.08K ﹤0.01%
319
+35
2622
$5.06K ﹤0.01%
334
-666
2623
$5.04K ﹤0.01%
335
+178
2624
$5.03K ﹤0.01%
105
+2
2625
$5.03K ﹤0.01%
243
-95
103 104
105
106 107