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
3026
$1.42K ﹤0.01%
1,238
+588
3027
$1.42K ﹤0.01%
43
+11
3028
$1.42K ﹤0.01%
+18
3029
$1.4K ﹤0.01%
17
+4
3030
$1.4K ﹤0.01%
95
+1
3031
$1.39K ﹤0.01%
42
-381
3032
$1.38K ﹤0.01%
+76
3033
$1.36K ﹤0.01%
177
+60
3034
$1.34K ﹤0.01%
128
+86
3035
$1.34K ﹤0.01%
+110
3036
$1.34K ﹤0.01%
+10
3037
$1.34K ﹤0.01%
16
3038
$1.34K ﹤0.01%
70
3039
$1.33K ﹤0.01%
377
+90
3040
$1.33K ﹤0.01%
73
+10
3041
$1.33K ﹤0.01%
165
+116
3042
$1.32K ﹤0.01%
66
+16
3043
$1.32K ﹤0.01%
111
+39
3044
$1.31K ﹤0.01%
39
+11
3045
$1.29K ﹤0.01%
51
3046
$1.28K ﹤0.01%
17
-83
3047
$1.28K ﹤0.01%
30
3048
$1.24K ﹤0.01%
73
+6
3049
$1.24K ﹤0.01%
64
+1
3050
$1.22K ﹤0.01%
338
-583
120 121
122
123 124