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
601
$457K 0.01%
6,098
+1,012
602
$457K 0.01%
14,214
-2,441
603
$455K 0.01%
7,481
+1
604
$448K 0.01%
1,498
-11
605
$448K 0.01%
13,687
-1,303
606
$446K 0.01%
2,376
+45
607
$444K 0.01%
9,569
-459
608
$443K 0.01%
4,290
+102
609
$442K 0.01%
4,017
-569
610
$441K 0.01%
1,532
+58
611
$441K 0.01%
13,407
-1,302
612
$439K 0.01%
2,578
+62
613
$439K 0.01%
5,417
+360
614
$436K 0.01%
6,706
+547
615
$436K 0.01%
6,094
-342
616
$435K 0.01%
3,747
+430
617
$435K 0.01%
10,604
+1,735
618
$435K 0.01%
10,539
-7,446
619
$432K 0.01%
17,446
+7
620
$432K 0.01%
4,843
+961
621
$431K 0.01%
5,640
+619
622
$431K 0.01%
2,635
-355
623
$426K 0.01%
10,760
-204
624
$425K 0.01%
6,858
-428
625
$424K 0.01%
1,158
-8
23 24
25
26 27