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
676
$368K 0.01%
4,670
+1,275
677
$367K 0.01%
1,076
+8
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$366K 0.01%
215
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679
$365K 0.01%
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680
$365K 0.01%
8,628
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681
$362K 0.01%
1,740
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682
$361K 0.01%
2,620
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683
$360K 0.01%
8,940
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684
$359K 0.01%
5,502
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685
$358K 0.01%
2,280
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686
$358K 0.01%
7,425
-1,326
687
$358K 0.01%
28,727
+2,064
688
$358K 0.01%
8,831
689
$357K 0.01%
737
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690
$357K 0.01%
4,901
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691
$356K 0.01%
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$354K 0.01%
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694
$353K 0.01%
10,563
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695
$352K 0.01%
12,338
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696
$352K 0.01%
4,550
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697
$352K 0.01%
9,300
698
$351K 0.01%
662
-404
699
$350K 0.01%
615
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700
$350K 0.01%
2,252
+286
26 27
28
29 30