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
2776
$3.28K ﹤0.01%
181
+1
2777
$3.26K ﹤0.01%
216
2778
$3.25K ﹤0.01%
73
-21
2779
$3.25K ﹤0.01%
245
2780
$3.21K ﹤0.01%
93
+63
2781
$3.2K ﹤0.01%
22
+4
2782
$3.19K ﹤0.01%
406
+23
2783
$3.18K ﹤0.01%
150
2784
$3.17K ﹤0.01%
116
-20
2785
$3.15K ﹤0.01%
20
2786
$3.15K ﹤0.01%
108
+6
2787
$3.14K ﹤0.01%
+252
2788
$3.13K ﹤0.01%
136
-37
2789
$3.12K ﹤0.01%
148
2790
$3.12K ﹤0.01%
660
-209
2791
$3.11K ﹤0.01%
85
2792
$3.11K ﹤0.01%
157
2793
$3.1K ﹤0.01%
+73
2794
$3.1K ﹤0.01%
94
+17
2795
$3.09K ﹤0.01%
218
2796
$3.07K ﹤0.01%
+90
2797
$3.07K ﹤0.01%
66
-34
2798
$3.06K ﹤0.01%
89
-8
2799
$3.06K ﹤0.01%
118
2800
$3.04K ﹤0.01%
500
110 111
112
113 114