PA

Parallel Advisors Portfolio holdings

AUM $5B
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
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
26
$24.6M 0.55%
77,744
+2,117
27
$23.6M 0.53%
46,090
+559
28
$22.9M 0.52%
25,693
+645
29
$22.5M 0.51%
132,907
+6,421
30
$22.4M 0.5%
38,232
+2,832
31
$22.4M 0.5%
66,934
+237
32
$22.3M 0.5%
262,747
+5,325
33
$22.2M 0.5%
42,178
+837
34
$21.6M 0.49%
451,162
-9,682
35
$21.4M 0.48%
481,882
+36,825
36
$21M 0.47%
40,283
+3,914
37
$21M 0.47%
59,584
+371
38
$20.3M 0.46%
26,277
+2,628
39
$20M 0.45%
37,044
+934
40
$19.2M 0.43%
269,476
+12,474
41
$19.2M 0.43%
108,185
-620
42
$19M 0.43%
236,172
+8,444
43
$18.6M 0.42%
356,421
+7,806
44
$17.5M 0.39%
34,536
-2,102
45
$17.3M 0.39%
33,344
+8
46
$17.1M 0.39%
73,876
+3,038
47
$17.1M 0.38%
625,235
-37,672
48
$16.7M 0.38%
183,965
+179,281
49
$16.3M 0.37%
215,082
+3,243
50
$16.2M 0.36%
25,803
+2,429
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