PA

Parallel Advisors Portfolio holdings

AUM $5B
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
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
51
$16M 0.36%
132,716
+1,723
52
$16M 0.36%
265,171
-6,625
53
$15.9M 0.36%
110,090
+148
54
$15.8M 0.36%
35,514
-50
55
$15.4M 0.35%
3,102
+3
56
$15.1M 0.34%
550,922
-10,493
57
$14.8M 0.33%
56,090
+359
58
$14.2M 0.32%
125,869
+4,544
59
$13.2M 0.3%
146,448
+8,968
60
$12.6M 0.28%
71,952
+1,069
61
$12.6M 0.28%
160,250
+2,868
62
$12M 0.27%
273,120
+2,000
63
$12M 0.27%
11,702
-46
64
$11.6M 0.26%
148,244
-10,377
65
$11.5M 0.26%
29,650
+406
66
$11.4M 0.26%
58,002
-3,423
67
$11.2M 0.25%
67,022
-204
68
$11M 0.25%
48,537
+634
69
$10.8M 0.24%
269,632
-10,245
70
$10.8M 0.24%
64,257
+402
71
$10.7M 0.24%
158,657
-654
72
$10.5M 0.24%
72,471
-5,465
73
$10.4M 0.23%
54,698
-499
74
$10.2M 0.23%
29,929
+511
75
$9.97M 0.22%
42,553
-544
1 2
3
4 5