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
476
$725K 0.02%
7,858
+76
477
$723K 0.02%
5,505
-426
478
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3,732
+209
479
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481
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7,137
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482
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483
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4,148
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484
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485
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14,275
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486
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8,520
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487
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32,311
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488
$690K 0.02%
57,002
489
$685K 0.02%
24,999
+3,004
490
$683K 0.02%
18,884
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4,165
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493
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12,580
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494
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2,636
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495
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5,876
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496
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7,975
-30
497
$672K 0.02%
5,011
+150
498
$666K 0.02%
4,657
-44
499
$662K 0.01%
1,670
-30
500
$661K 0.01%
1,279
+61
18 19
20
21 22