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
3051
$1.22K ﹤0.01%
49
3052
$1.21K ﹤0.01%
+33
3053
$1.19K ﹤0.01%
162
-18
3054
$1.18K ﹤0.01%
114
-123
3055
$1.18K ﹤0.01%
26
3056
$1.18K ﹤0.01%
95
3057
$1.17K ﹤0.01%
23
-951
3058
$1.17K ﹤0.01%
61
-26
3059
$1.16K ﹤0.01%
217
3060
$1.16K ﹤0.01%
30
3061
$1.16K ﹤0.01%
55
-46
3062
$1.16K ﹤0.01%
24
3063
$1.15K ﹤0.01%
501
3064
$1.14K ﹤0.01%
81
+19
3065
$1.12K ﹤0.01%
40
-8
3066
$1.11K ﹤0.01%
56
3067
$1.11K ﹤0.01%
22
-4
3068
$1.11K ﹤0.01%
94
-19
3069
$1.1K ﹤0.01%
27
+6
3070
$1.1K ﹤0.01%
100
3071
$1.09K ﹤0.01%
61
3072
$1.09K ﹤0.01%
45
+5
3073
$1.09K ﹤0.01%
27
3074
$1.07K ﹤0.01%
70
3075
$1.06K ﹤0.01%
67
+6
121 122
123
124 125