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
276
$1.6M 0.04%
7,024
-141
277
$1.6M 0.04%
6,506
+769
278
$1.59M 0.04%
197,093
+90,518
279
$1.59M 0.04%
41,797
-6,138
280
$1.59M 0.04%
1,507
+165
281
$1.59M 0.04%
60,836
+2,348
282
$1.58M 0.04%
19,836
+1,407
283
$1.58M 0.04%
12,005
-24
284
$1.57M 0.04%
45,431
+6,945
285
$1.56M 0.04%
9,531
+2
286
$1.55M 0.03%
8,017
+235
287
$1.53M 0.03%
24,027
-245
288
$1.53M 0.03%
22,006
+1,773
289
$1.52M 0.03%
20,986
-845
290
$1.51M 0.03%
7,043
+59
291
$1.51M 0.03%
29,046
+1,641
292
$1.51M 0.03%
13,442
+196
293
$1.5M 0.03%
16,869
-319
294
$1.5M 0.03%
17,793
+647
295
$1.49M 0.03%
7,000
-55
296
$1.48M 0.03%
23,605
+1,889
297
$1.47M 0.03%
29,207
+2,869
298
$1.47M 0.03%
102,569
+2,125
299
$1.47M 0.03%
11,379
-2,213
300
$1.47M 0.03%
46,741
+4,284
10 11
12
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