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
351
$1.18M 0.03%
5,265
+317
352
$1.18M 0.03%
7,933
-449
353
$1.17M 0.03%
10,281
-301
354
$1.17M 0.03%
10,588
+799
355
$1.16M 0.03%
8,002
-3,109
356
$1.16M 0.03%
14,188
+6,877
357
$1.15M 0.03%
72,790
-70
358
$1.15M 0.03%
35,885
+5,386
359
$1.14M 0.03%
6,460
+545
360
$1.14M 0.03%
32,693
-5,052
361
$1.13M 0.03%
23,416
362
$1.12M 0.03%
11,163
+248
363
$1.11M 0.03%
2,483
+1,506
364
$1.11M 0.02%
7,137
-91
365
$1.11M 0.02%
49,182
-1,331
366
$1.1M 0.02%
5,422
-272
367
$1.1M 0.02%
8,672
+18
368
$1.1M 0.02%
19,427
+911
369
$1.09M 0.02%
862
+398
370
$1.09M 0.02%
7,824
-501
371
$1.09M 0.02%
39,282
+1,959
372
$1.09M 0.02%
+21,829
373
$1.08M 0.02%
25,643
+697
374
$1.08M 0.02%
2,918
+161
375
$1.08M 0.02%
28,472
-1,510
13 14
15
16 17