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
426
$879K 0.02%
7,172
+96
427
$874K 0.02%
3,163
-395
428
$863K 0.02%
20,329
+1,463
429
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34,858
430
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431
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20,578
-2,202
432
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6,306
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434
$844K 0.02%
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435
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436
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438
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35,169
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439
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8,534
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440
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14,332
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443
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13,271
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444
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445
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2,479
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446
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4,553
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447
$805K 0.02%
6,681
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448
$802K 0.02%
7,602
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449
$800K 0.02%
55,222
-1,125
450
$798K 0.02%
2,222
+68
16 17
18
19 20