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
2976
$1.79K ﹤0.01%
99
2977
$1.78K ﹤0.01%
51
2978
$1.78K ﹤0.01%
73
2979
$1.77K ﹤0.01%
50
-567
2980
$1.77K ﹤0.01%
225
-8
2981
$1.76K ﹤0.01%
47
+15
2982
$1.75K ﹤0.01%
65
-26
2983
$1.75K ﹤0.01%
52
-5
2984
$1.72K ﹤0.01%
38
+8
2985
$1.71K ﹤0.01%
+67
2986
$1.71K ﹤0.01%
122
2987
$1.7K ﹤0.01%
289
+212
2988
$1.7K ﹤0.01%
102
-50
2989
$1.67K ﹤0.01%
122
-651
2990
$1.67K ﹤0.01%
144
-229
2991
$1.67K ﹤0.01%
278
-3,318
2992
$1.67K ﹤0.01%
170
2993
$1.67K ﹤0.01%
14
2994
$1.66K ﹤0.01%
+19
2995
$1.63K ﹤0.01%
28
+2
2996
$1.63K ﹤0.01%
231
2997
$1.63K ﹤0.01%
81
2998
$1.63K ﹤0.01%
+89
2999
$1.62K ﹤0.01%
68
-25
3000
$1.6K ﹤0.01%
73
118 119
120
121 122