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
301
$1.45M 0.03%
10,736
-727
302
$1.43M 0.03%
23,429
+495
303
$1.43M 0.03%
80,656
-6,742
304
$1.42M 0.03%
17,261
+158
305
$1.42M 0.03%
2,485
+6
306
$1.42M 0.03%
26,589
+8,990
307
$1.41M 0.03%
9,544
+569
308
$1.41M 0.03%
22,083
+759
309
$1.4M 0.03%
10,068
-342
310
$1.4M 0.03%
14,417
+496
311
$1.4M 0.03%
23,245
+676
312
$1.38M 0.03%
2,931
-238
313
$1.37M 0.03%
2,971
+164
314
$1.37M 0.03%
20,050
+183
315
$1.37M 0.03%
4,717
+79
316
$1.37M 0.03%
23,811
-4,423
317
$1.35M 0.03%
3,602
-269
318
$1.35M 0.03%
9,629
+946
319
$1.35M 0.03%
21,968
-4,931
320
$1.35M 0.03%
52,061
+953
321
$1.32M 0.03%
208,786
322
$1.32M 0.03%
20,676
+532
323
$1.31M 0.03%
14,711
+1,453
324
$1.3M 0.03%
14,415
-7,381
325
$1.3M 0.03%
17,943
+2,133
11 12
13
14 15