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
376
$1.07M 0.02%
4,621
+786
377
$1.07M 0.02%
25,911
+18,897
378
$1.07M 0.02%
4,704
+87
379
$1.06M 0.02%
48,305
+3,407
380
$1.05M 0.02%
3,637
+2,516
381
$1.05M 0.02%
2,547
-91
382
$1.05M 0.02%
3,705
-152
383
$1.05M 0.02%
5,078
+128
384
$1.04M 0.02%
4,942
+5
385
$1.04M 0.02%
12,685
+1,148
386
$1.03M 0.02%
57,587
+61
387
$1.02M 0.02%
10,719
+7
388
$1.02M 0.02%
9,181
-798
389
$1.01M 0.02%
1,440
+37
390
$1.01M 0.02%
9,683
-1,859
391
$1.01M 0.02%
4,319
+167
392
$1.01M 0.02%
11,328
+2,332
393
$1.01M 0.02%
3,452
-42
394
$1M 0.02%
36,312
+6
395
$1M 0.02%
78,694
-3,594
396
$995K 0.02%
26,426
+6,959
397
$994K 0.02%
5,108
+788
398
$993K 0.02%
280,614
+16,184
399
$988K 0.02%
24,145
-690
400
$988K 0.02%
496
+25
14 15
16
17 18