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
3001
$1.6K ﹤0.01%
39
-396
3002
$1.59K ﹤0.01%
465
+112
3003
$1.58K ﹤0.01%
287
+169
3004
$1.58K ﹤0.01%
134
-866
3005
$1.57K ﹤0.01%
24
3006
$1.56K ﹤0.01%
+127
3007
$1.55K ﹤0.01%
111
+47
3008
$1.55K ﹤0.01%
+63
3009
$1.54K ﹤0.01%
65
-89
3010
$1.53K ﹤0.01%
109
3011
$1.53K ﹤0.01%
62
3012
$1.53K ﹤0.01%
69
3013
$1.52K ﹤0.01%
+44
3014
$1.51K ﹤0.01%
28
-20
3015
$1.5K ﹤0.01%
54
3016
$1.49K ﹤0.01%
32
+25
3017
$1.49K ﹤0.01%
200
3018
$1.49K ﹤0.01%
23
+12
3019
$1.48K ﹤0.01%
+34
3020
$1.48K ﹤0.01%
404
+51
3021
$1.46K ﹤0.01%
+81
3022
$1.46K ﹤0.01%
1,000
3023
$1.46K ﹤0.01%
54
3024
$1.43K ﹤0.01%
54
-16
3025
$1.43K ﹤0.01%
43
119 120
121
122 123