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
3301
$285 ﹤0.01%
+18
3302
$282 ﹤0.01%
+88
3303
$280 ﹤0.01%
+34
3304
$279 ﹤0.01%
+4
3305
$277 ﹤0.01%
+16
3306
$272 ﹤0.01%
6
-5
3307
$272 ﹤0.01%
15
3308
$271 ﹤0.01%
22
3309
$271 ﹤0.01%
+85
3310
$268 ﹤0.01%
2
3311
$265 ﹤0.01%
4
3312
$263 ﹤0.01%
+33
3313
$260 ﹤0.01%
+22
3314
$259 ﹤0.01%
+13
3315
$258 ﹤0.01%
10
3316
$257 ﹤0.01%
4
-6
3317
$256 ﹤0.01%
+6
3318
$256 ﹤0.01%
9
3319
$255 ﹤0.01%
43
-22
3320
$254 ﹤0.01%
2
+1
3321
$249 ﹤0.01%
10
3322
$248 ﹤0.01%
7
-552
3323
$248 ﹤0.01%
+8
3324
$246 ﹤0.01%
31
3325
$246 ﹤0.01%
+12
131 132
133
134 135