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
3176
$567 ﹤0.01%
24
3177
$563 ﹤0.01%
27
+14
3178
$563 ﹤0.01%
247
3179
$559 ﹤0.01%
38
3180
$555 ﹤0.01%
25
+12
3181
$555 ﹤0.01%
32
3182
$554 ﹤0.01%
80
+15
3183
$552 ﹤0.01%
295
3184
$536 ﹤0.01%
55
3185
$534 ﹤0.01%
+66
3186
$533 ﹤0.01%
71
-1,217
3187
$531 ﹤0.01%
19
-1
3188
$529 ﹤0.01%
+34
3189
$528 ﹤0.01%
23
-34
3190
$527 ﹤0.01%
+29
3191
$525 ﹤0.01%
38
3192
$523 ﹤0.01%
13
-8
3193
$522 ﹤0.01%
350
3194
$516 ﹤0.01%
57
3195
$513 ﹤0.01%
50
3196
$512 ﹤0.01%
40
3197
$507 ﹤0.01%
134
3198
$507 ﹤0.01%
101
3199
$507 ﹤0.01%
37
3200
$495 ﹤0.01%
9
126 127
128
129 130