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
3276
$335 ﹤0.01%
+7
3277
$334 ﹤0.01%
176
-2,927
3278
$334 ﹤0.01%
25
-48
3279
$324 ﹤0.01%
5
3280
$324 ﹤0.01%
600
3281
$321 ﹤0.01%
+17
3282
$320 ﹤0.01%
6
3283
$319 ﹤0.01%
8
3284
$318 ﹤0.01%
119
-6
3285
$318 ﹤0.01%
8
3286
$315 ﹤0.01%
15
-127
3287
$314 ﹤0.01%
5
3288
$312 ﹤0.01%
49
3289
$307 ﹤0.01%
10
3290
$306 ﹤0.01%
200
3291
$305 ﹤0.01%
20
3292
$303 ﹤0.01%
+6
3293
$295 ﹤0.01%
111
3294
$295 ﹤0.01%
20
-16
3295
$293 ﹤0.01%
+180
3296
$292 ﹤0.01%
5
-38
3297
$291 ﹤0.01%
+10
3298
$289 ﹤0.01%
8
3299
$288 ﹤0.01%
40
3300
$287 ﹤0.01%
10
-39
130 131
132
133 134