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
3076
$1.06K ﹤0.01%
19
3077
$1.05K ﹤0.01%
53
-42
3078
$1.05K ﹤0.01%
27
3079
$1.04K ﹤0.01%
27
-16
3080
$1.03K ﹤0.01%
124
3081
$1.03K ﹤0.01%
34
3082
$1.02K ﹤0.01%
60
+21
3083
$1.01K ﹤0.01%
12
3084
$1.01K ﹤0.01%
65
-149
3085
$1K ﹤0.01%
300
3086
$1K ﹤0.01%
181
-1,019
3087
$998 ﹤0.01%
54
3088
$988 ﹤0.01%
93
+65
3089
$984 ﹤0.01%
+21
3090
$982 ﹤0.01%
77
-4
3091
$970 ﹤0.01%
+70
3092
$964 ﹤0.01%
8
3093
$954 ﹤0.01%
200
3094
$947 ﹤0.01%
+20
3095
$944 ﹤0.01%
286
+6
3096
$941 ﹤0.01%
+38
3097
$937 ﹤0.01%
29
3098
$936 ﹤0.01%
312
+148
3099
$932 ﹤0.01%
770
3100
$924 ﹤0.01%
+163
122 123
124
125 126