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
3201
$493 ﹤0.01%
+109
3202
$485 ﹤0.01%
8
-9
3203
$484 ﹤0.01%
280
3204
$481 ﹤0.01%
50
3205
$479 ﹤0.01%
+20
3206
$479 ﹤0.01%
290
3207
$474 ﹤0.01%
+20
3208
$471 ﹤0.01%
221
3209
$471 ﹤0.01%
+193
3210
$468 ﹤0.01%
156
+20
3211
$465 ﹤0.01%
16
+1
3212
$463 ﹤0.01%
64
-50
3213
$462 ﹤0.01%
11
-536
3214
$460 ﹤0.01%
6
-4
3215
$452 ﹤0.01%
11
3216
$450 ﹤0.01%
25
-1
3217
$449 ﹤0.01%
44
-84
3218
$447 ﹤0.01%
28
3219
$444 ﹤0.01%
24
+11
3220
$435 ﹤0.01%
20
3221
$434 ﹤0.01%
12
3222
$430 ﹤0.01%
13
-5
3223
$429 ﹤0.01%
+52
3224
$428 ﹤0.01%
334
3225
$425 ﹤0.01%
57
+15
127 128
129
130 131