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
3351
$193 ﹤0.01%
+9
3352
$192 ﹤0.01%
34
-16
3353
$192 ﹤0.01%
+17
3354
$192 ﹤0.01%
10
-18
3355
$190 ﹤0.01%
+3
3356
$188 ﹤0.01%
+14
3357
$187 ﹤0.01%
+37
3358
$187 ﹤0.01%
61
3359
$186 ﹤0.01%
7
-24
3360
$185 ﹤0.01%
+60
3361
$184 ﹤0.01%
+5
3362
$184 ﹤0.01%
+63
3363
$184 ﹤0.01%
7
3364
$183 ﹤0.01%
+12
3365
$182 ﹤0.01%
+32
3366
$182 ﹤0.01%
13
3367
$182 ﹤0.01%
+15
3368
$180 ﹤0.01%
+4
3369
$179 ﹤0.01%
+17
3370
$179 ﹤0.01%
+13
3371
$179 ﹤0.01%
+44
3372
$172 ﹤0.01%
6
3373
$172 ﹤0.01%
4
-1,231
3374
$169 ﹤0.01%
160
3375
$168 ﹤0.01%
+22
133 134
135
136 137