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
326
$1.29M 0.03%
2,051
-19
327
$1.29M 0.03%
49,285
+114
328
$1.28M 0.03%
7,254
-474
329
$1.28M 0.03%
85,807
330
$1.27M 0.03%
11,323
-90
331
$1.26M 0.03%
23,193
+109
332
$1.26M 0.03%
2,975
+44
333
$1.26M 0.03%
16,546
+858
334
$1.26M 0.03%
6,129
+310
335
$1.26M 0.03%
57,383
+6,820
336
$1.25M 0.03%
7,037
+392
337
$1.25M 0.03%
12,330
338
$1.25M 0.03%
4,743
-240
339
$1.25M 0.03%
21,354
-1,232
340
$1.25M 0.03%
15,424
+203
341
$1.24M 0.03%
26,998
+428
342
$1.23M 0.03%
98,144
+27,717
343
$1.23M 0.03%
9,326
-44
344
$1.23M 0.03%
4,833
-328
345
$1.23M 0.03%
14,105
346
$1.22M 0.03%
6,745
-54
347
$1.22M 0.03%
6,651
+123
348
$1.21M 0.03%
7,404
-104
349
$1.21M 0.03%
15,556
-192
350
$1.19M 0.03%
6,894
+384
12 13
14
15 16