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
401
$987K 0.02%
52,099
+3,490
402
$982K 0.02%
5,704
+650
403
$980K 0.02%
20,617
+604
404
$978K 0.02%
14,924
-6,072
405
$972K 0.02%
7,068
-192
406
$966K 0.02%
20,202
-876
407
$964K 0.02%
6,472
+27
408
$957K 0.02%
12,450
+363
409
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9,208
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410
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24,783
-4,775
411
$950K 0.02%
26,416
+1,408
412
$947K 0.02%
19,973
+13,182
413
$941K 0.02%
9,379
+200
414
$933K 0.02%
31,546
-973
415
$932K 0.02%
6,164
+64
416
$932K 0.02%
33,426
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417
$928K 0.02%
27,801
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418
$917K 0.02%
10,452
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419
$911K 0.02%
8,621
-2,740
420
$907K 0.02%
2,457
-1,357
421
$902K 0.02%
15,562
+1,217
422
$900K 0.02%
9,722
+439
423
$893K 0.02%
8,284
-147
424
$887K 0.02%
17,616
-1,867
425
$880K 0.02%
11,130
+870
15 16
17
18 19