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
3126
$820 ﹤0.01%
15
3127
$818 ﹤0.01%
30
-10
3128
$817 ﹤0.01%
27
+16
3129
$811 ﹤0.01%
22
+1
3130
$807 ﹤0.01%
11
-16
3131
$782 ﹤0.01%
20
+10
3132
$779 ﹤0.01%
+32
3133
$772 ﹤0.01%
61
-23
3134
$767 ﹤0.01%
55
-2,379
3135
$766 ﹤0.01%
115
+87
3136
$764 ﹤0.01%
460
-12,154
3137
$752 ﹤0.01%
+60
3138
$739 ﹤0.01%
+26
3139
$738 ﹤0.01%
41
3140
$728 ﹤0.01%
55
3141
$723 ﹤0.01%
32
3142
$721 ﹤0.01%
17
3143
$719 ﹤0.01%
25
+19
3144
$712 ﹤0.01%
+19
3145
$699 ﹤0.01%
93
-31
3146
$693 ﹤0.01%
23
+11
3147
$688 ﹤0.01%
20
3148
$687 ﹤0.01%
85
3149
$683 ﹤0.01%
18
3150
$680 ﹤0.01%
+28
124 125
126
127 128