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
451
$798K 0.02%
6,278
+1,464
452
$792K 0.02%
3,206
+171
453
$790K 0.02%
8,154
+709
454
$787K 0.02%
9,286
+433
455
$786K 0.02%
1,104
-220
456
$778K 0.02%
825
+115
457
$776K 0.02%
7,746
458
$773K 0.02%
3,840
+264
459
$772K 0.02%
6,567
-2
460
$768K 0.02%
3,093
+226
461
$762K 0.02%
5,817
-170
462
$762K 0.02%
37,738
+1,120
463
$759K 0.02%
2,719
+180
464
$758K 0.02%
7,097
-3,747
465
$752K 0.02%
8,836
-983
466
$746K 0.02%
27,995
+3
467
$746K 0.02%
4,255
+1,070
468
$744K 0.02%
4,434
-466
469
$742K 0.02%
5,396
-3,615
470
$739K 0.02%
23,158
+4,516
471
$734K 0.02%
5,463
-171
472
$732K 0.02%
29,102
+9,521
473
$731K 0.02%
7,738
+204
474
$729K 0.02%
22,127
+62
475
$727K 0.02%
2,244
+190
17 18
19
20 21