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
551
$561K 0.01%
3,179
-27
552
$561K 0.01%
9,111
+1,385
553
$560K 0.01%
32,150
+3,186
554
$559K 0.01%
2,076
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555
$558K 0.01%
7,135
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556
$549K 0.01%
4,829
+1,437
557
$548K 0.01%
2,447
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558
$545K 0.01%
46,460
+2,521
559
$542K 0.01%
3,501
+288
560
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2,892
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561
$532K 0.01%
8,048
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562
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9,833
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563
$530K 0.01%
3,510
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564
$528K 0.01%
4,241
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565
$528K 0.01%
81,346
-27,774
566
$523K 0.01%
28,537
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567
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2,758
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568
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9,932
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569
$510K 0.01%
2,673
+2,605
570
$509K 0.01%
9,760
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571
$507K 0.01%
3,237
572
$503K 0.01%
19,770
+255
573
$503K 0.01%
6,629
+2,203
574
$500K 0.01%
4,958
+1
575
$497K 0.01%
9,115
+2,420
21 22
23
24 25