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
501
$660K 0.01%
3,512
+60
502
$655K 0.01%
5,057
+414
503
$653K 0.01%
35,689
+5,596
504
$652K 0.01%
1,375
-23
505
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13,099
+1,431
506
$647K 0.01%
202
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507
$647K 0.01%
2,347
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508
$645K 0.01%
3,809
-642
509
$643K 0.01%
5,687
-334
510
$643K 0.01%
8,454
511
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30,037
+6,238
512
$641K 0.01%
3,466
-300
513
$641K 0.01%
11,264
+517
514
$638K 0.01%
28,653
-96
515
$636K 0.01%
10,511
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516
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2,115
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517
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3,350
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518
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6,286
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519
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7,986
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520
$630K 0.01%
6,810
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521
$619K 0.01%
2,684
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522
$618K 0.01%
4,297
-308
523
$617K 0.01%
5,815
-250
524
$617K 0.01%
4,477
525
$616K 0.01%
18,878
-8
19 20
21
22 23