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
2726
$3.71K ﹤0.01%
55
2727
$3.68K ﹤0.01%
22
2728
$3.67K ﹤0.01%
300
2729
$3.66K ﹤0.01%
+75
2730
$3.64K ﹤0.01%
61
2731
$3.64K ﹤0.01%
91
2732
$3.63K ﹤0.01%
136
+3
2733
$3.61K ﹤0.01%
+146
2734
$3.59K ﹤0.01%
+53
2735
$3.58K ﹤0.01%
33
2736
$3.58K ﹤0.01%
111
+2
2737
$3.56K ﹤0.01%
+956
2738
$3.55K ﹤0.01%
118
+1
2739
$3.54K ﹤0.01%
82
+21
2740
$3.54K ﹤0.01%
33
+31
2741
$3.54K ﹤0.01%
92
2742
$3.53K ﹤0.01%
121
+4
2743
$3.53K ﹤0.01%
114
+50
2744
$3.53K ﹤0.01%
408
2745
$3.52K ﹤0.01%
500
-527
2746
$3.51K ﹤0.01%
1,927
+500
2747
$3.51K ﹤0.01%
200
2748
$3.5K ﹤0.01%
+129
2749
$3.5K ﹤0.01%
+166
2750
$3.49K ﹤0.01%
422
-1,539
108 109
110
111 112