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
3401
$110 ﹤0.01%
+8
3402
$108 ﹤0.01%
10
3403
$107 ﹤0.01%
2
-20
3404
$107 ﹤0.01%
11
-66
3405
$103 ﹤0.01%
1
3406
$103 ﹤0.01%
3
-6,988
3407
$102 ﹤0.01%
8
3408
$98 ﹤0.01%
+7
3409
$97 ﹤0.01%
10
3410
$97 ﹤0.01%
+3
3411
$97 ﹤0.01%
6
3412
$97 ﹤0.01%
10
3413
$93 ﹤0.01%
5
-11
3414
$93 ﹤0.01%
20
-17
3415
$93 ﹤0.01%
+7
3416
$93 ﹤0.01%
+30
3417
$92 ﹤0.01%
+7
3418
$91 ﹤0.01%
+20
3419
$91 ﹤0.01%
9
3420
$90 ﹤0.01%
+4
3421
$90 ﹤0.01%
+10
3422
$89 ﹤0.01%
+5
3423
$89 ﹤0.01%
+9
3424
$88 ﹤0.01%
+4
3425
$88 ﹤0.01%
+37
135 136
137
138 139